Financial Planner

mbf.

Posted 10 hours ago, valid for a day

Chesham, Buckinghamshire HP5 3JE

£40,000 - £48,000 per annum

Full Time

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Location: Remote (Home-based with access to Aylesbury office)

Salary: £50,000 - £75,000 basic + bonuses and company benefitsBook Size: £20-30M FUM

Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new business development.

About the Role:

As a Financial Planner, you will be responsible for managing and developing existing client relationships, providing exceptional financial advice and solutions tailored to client needs. Additionally, you will be encouraged to grow your client base through referrals, networking, and building relationships with professional introducers.

Key Responsibilities:

Manage and nurture a portfolio of clients, delivering tailored financial planning solutions
Grow the client base through proactive business development, including networking and professional partnerships
Provide ongoing, holistic financial advice and review client plans regularly
Work collaboratively with an experienced Paraplanning and administrative support team to ensure all client requirements are managed seamlessly

What's on Offer:

Flexible working arrangement with primarily home-based responsibilities
Access to the Solihull office, with full Paraplanning and back-office admin support provided
A competitive basic salary of £50,000 - £75,000, with the potential for bonuses and attractive company benefits
A vibrant and supportive work environment within a growing financial planning group

Requirements:

Proven experience as a Financial Planner, with a strong client-facing track record
Ability to manage existing client relationships and confidently develop new business
Level 4 Diploma in Financial Planning (or equivalent); Chartered status preferred but not essential
Excellent communication and relationship-building skills, with a client-first approach

If you are a driven Financial Planner ready to elevate your career with a reputable group that values flexibility, client service, and growth, we’d love to hear from you!