Senior Financial Planner – Inherit HNW Book

Financial Planner

Location:

Leigh‑on‑Sea, Essex

Job

Salary: £50,000 – £80,000 per annum

Employment type:

Permanent

We are recruiting an ambitious and high‑calibre Financial Planner to join a growing Financial Planning team based in Leigh‑on‑Sea. The successful individual will inherit part of a substantial existing HNW client bank and will work with affluent individuals, families, business owners and trusts, delivering holistic, goal‑based financial planning.

This role would suit an adviser already accustomed to working with higher‑net‑worth clients, managing larger client banks and recurring income books and delivering complex financial planning strategies.

The business has built an exceptional reputation within the market and combines a collaborative culture with a strong focus on professional development, client service and long‑term career progression.

• Existing HNW client bank to inherit
• Salary circa £70,000+ depending on experience
• Uncapped bonus structure based on revenue generated
• Partnership route available with profit‑share structure
• Strong paraplanning and operational support
• Industry‑leading sales support programme
• Further exam support available
• Generous holiday allowance
• Private medical insurance
• Pension scheme
• Income protection
• Death in service cover

• Be an experienced Financial Planner with a minimum of 2 years’ advisory experience
• Ideally be Chartered or working towards Chartered status
• Have strong technical knowledge across investments, pensions, ISAs, bonds and protection
• Be organised, professional and capable of working autonomously
• Have a genuine passion for delivering high‑quality financial planning