Financial Planner - Manage £40m AUMBishop Stortford officesHerts based IFA firm - medium sizedSalary £70k - £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 client bank - Up to £85k plus bonuses
Financial Divisions
Posted 11 hours ago, valid for 7 days
Witham, Essex CM8 1UG
Full Time
Retirement Plan
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Sonic Summary
- The position is for a Financial Planner managing approximately £40m AUM at a medium-sized IFA firm located in Bishop Stortford, Herts.
- The salary for this role ranges from £70k to £85k, with additional bonuses between £10k and £20k.
- Candidates should ideally have experience in an independent wealth planning firm and possess or aspire to attain Chartered status.
- This role focuses on servicing existing clients, managing around 150 clients with assets ranging from £250k to £8m, without the pressure of generating new business.
- The firm offers comprehensive support, including dedicated admin and paraplanning assistance, along with benefits such as a pension scheme and an electric car scheme.
