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Manage £35m AUM
Benefits: Pension Scheme, EV Car Scheme, 25 Days Holiday (rising with service), DIS Benefit, Eye Tests, Legal Services, Annual Season Ticket Loan, Referral Incentive Scheme
The Opportunity- Financial PlannerOur client is a well-established, independent wealth planning firm based near Bishop's Stortford, providing whole-of-market advice to a loyal and growing client base across Hertfordshire, Sussex, Kent, and London. Serving HNW retirees, accumulators, families, and SME owners, the firm manages over 300 client relationships, with assets ranging from £250k to £8m.
The firm prides itself on long-standing client relationships, a strong professional introducer network, and a true client-first approach — with no sales targets, ensuring quality advice remains the core focus.
Due to internal restructuring, they are now seeking an experienced Financial Planner to take over and manage a book of approximately £35 million AUM (150 clients). This is a pure servicing role, freeing up a Senior Adviser to concentrate on new business generation.
Key Responsibilities:
- Manage and develop relationships with an existing portfolio of 150 HNW clients.
- Deliver holistic financial advice across pensions, investments, tax planning, cashflow modelling, retirement planning, protection, and more.
- Maintain and enhance client satisfaction without the pressure of sales targets.
- Leverage full administrative and paraplanning support to ensure client servicing remains a priority.
- Any new business you organically generate will be fully recognised and rewarded.
Ideal Candidate Profile- Financial Planner
- Previous experience as a Financial Planner/Advisor within an independent wealth planning environment.
- Level 4 Diploma qualified as a minimum; Chartered status or aspiration towards Chartered highly desirable (although restricted background candidates will also be considered).
- Comfortable servicing HNW clients and managing a significant AUM.
- Familiarity with platforms such as Quilter, Transact, and AJ Bell preferred.
- Knowledge of Intelligent Office, CashCalc, and FE Analytics would be advantageous.
- Strong relationship management, technical competence, and a client-centric approach are essential.
Package:
- Base salary: £80,000 - £85,000 (negotiable depending on experience)
- Bonus potential: £10,000 - £15,000
- Pension Scheme
- Electric Vehicle (EV) Car Scheme
- 25 Days Holiday (increasing with service)
- DIS Benefit, Eye Test Cover, Access to Legal Services
- Annual Season Ticket Loan & Referral Incentive Scheme
- Hybrid working potential
If you are interested in this opportunity — or would like to discuss other similar roles — please get in touch with Sam at Financial Divisions.
