Senior Financial Planner - Manage £35m AUM - Bishop’s Stortford (Herts), Negotiable up to £100k

Salary: Negotiable up to £100k + Bonuses

Are you an experienced Financial Planner looking for a rewarding servicing-focused role, with the opportunity to manage a substantial portfolio without the pressure to generate new business? We have an exciting opportunity with a well-established, award-winning independent wealth planning firm based near Bishop’s Stortford, Hertfordshire.

Why This Role is Perfect for You:

• Manage £35m AUM (150 existing clients) with assets ranging from £250k to £8m.
• Servicing-focused role: No need to generate new business, allowing you to focus on delivering exceptional service and providing tailored financial advice to existing clients.
• Competitive salary: Up to £100k (negotiable), plus performance-based bonuses.
• Support team: You’ll have full support from an experienced admin and paraplanning team to ensure you can focus on what matters most servicing your clients.
• Work-life balance: Join a firm that places great emphasis on client satisfaction, fostering long-term relationships that often span over 10 years.

This independent IFA firm specialises in offering whole-of-market financial advice to HNW retirees, accumulators, local families, and SME owners across Sussex, Kent, and London. They have a strong community presence and are deeply committed to supporting good causes.

In this role, you will inherit a well-established book of business and manage a diverse portfolio across pensions, investments, tax planning, retirement planning, and more. The firm’s longstanding relationship with a solicitor practice ensures a steady flow of business and referrals, so you can concentrate on building lasting client relationships rather than new business development.

What We’re Looking For:

• A background in independent wealth planning (Chartered status preferred, but not essential aspirations to work toward Chartered status are encouraged).
• Experience with HNW clients, and knowledge of financial planning across a variety of areas, including pensions, investments, tax, and retirement planning.
• Proficiency with platforms like Quilter, Transact, AJ Bell, and tools like Intelligent Office, Cashcal, or FE Analytics would be a plus.
• A passion for delivering exceptional client service with a focus on long-term relationships rather than AUM targets.

This role offers a fantastic opportunity to focus on client care and be part of a firm that’s highly respected in the industry, with strong growth and a loyal client base. You will join a firm that truly values quality advice and customer satisfaction.

If you’re an experienced financial planner looking for a servicing role that offers competitive compensation, support, and the chance to work with an established client base, we’d love to hear from you!

Please send your CV to Joanna at Financial Divisions.