Financial Planner | Existing Client Book

An established, independently owned wealth management business is looking to appoint an experienced Wealth Planner to join its high-performing London office.

Here Financial Planning and Investment Management work collaboratively, providing a joined-up service to HNW private clients. You will inherit an existing portfolio of clients from day one while also benefiting from a strong internal referral network through an established Investment Management team.

As a Wealth Planner, you will take responsibility for developing and maintaining long-term relationships with HNW private clients, delivering holistic Financial Planning advice.

You will also benefit from full paraplanning and administrative support, allowing you to spend more of your time advising clients and developing relationships. (2:1)

• Level 4 Financial Planning qualifications (Chartered status is not required)
• At least one year of authorised Financial Planning experience
• Experience providing holistic regulated financial advice

• Basic salary up to £85,000
• Discretionary bonus (20–30% of salary) + benefits
• Clear progression through senior planning and leadership positions, with longer-term scope to progress towards Partnership

This would suit a Planner looking for the combination of an existing HNW client base, internal referral opportunities, strong technical support and genuine long-term career progression within an established wealth management business.