Financial Planner - Manage £40m AUMBishop Stortford officesHerts based IFA firm - medium sizedSalary £80k - £85k plus bonus scheme (£10k - £20k)Pension Scheme, Electric Car Scheme25 days holiday increasing with serviceDIS benefit, EV Car Scheme, Eye Tests, Legal ServicesAnnual season ticket loan & referral incentive schemeMy client are an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Essex, Herts and London. In their current setup they manage the affairs of 300 clients with assets ranging from £250k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have very longstanding relations with a solicitor practice who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.The Managing Director is seeking to recruit an experienced Financial Planner who will manage c.£35m AUM. This is a purely servicing role which will free up the time of another adviser who is going to focus on generating new business. This role will suit a candidate with a background in an independent wealth planning firm who is preferably Chartered or aspires to work towards Chartered status. However, my client will consider someone with a restricted advice background. You will have dedicated admin and paraplanning support. Most of the funds under management are held on Quilter, Transact, AJ Bell amongst others. If you have knowledge of Intelligent Office, Cashcal or FE Analytics this would be helpfulSalary: £70k - £85k (negotiable) + bonuses (£10k - £15k)Manage 150 clients (£250k - £8m)Full admin and paraplanning supportServicing role - no need to generate new businessAny new business you do generate will be rewardedIf this role sounds of interest or any other roles I am working on please get in touch.
Back to searchFinancial Planner - Manage £40m AUM book of clients - Up to £85k basic salary plus bonuses
Financial Divisions
Posted 11 hours ago, valid for 7 days
Stevenage, Hertfordshire SG1 2AX, England
Full Time
Retirement Plan
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Sonic Summary
- The position is for a Financial Planner at a medium-sized independent wealth planning firm located near Bishop Stortford, managing approximately £40 million in assets under management (AUM).
- The salary for this role ranges from £80,000 to £85,000, with an additional bonus scheme that can add £10,000 to £20,000 to the total compensation.
- Candidates should have experience in a financial planning role, preferably with a background in independent wealth planning, and ideally hold or aspire to Chartered status.
- This is primarily a servicing role, managing around 150 clients, with full administrative and paraplanning support provided, allowing the planner to focus on client service rather than business generation.
- Additional benefits include a pension scheme, an electric car scheme, 25 days of holiday that increase with service, and various other perks.
