Financial Planner - Boutique IFAOffices near Kingston upon ThamesServicing role - no need to generate new business£60k - £70k plus bonuses (up to £100k OTE)18 months to 2 years of advising experience neededMy client are an independent wealth planning firm with offices near Kingston-upon Thames Surrey/South West London. They offer whole of market financial advice to HNW retirees, accumulators, local families, and SME owners based across London and Surrey. In their current setup they manage the affairs of 300 clients (£280m AUM) with assets ranging from £200k - multiple millions. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have a team of Financial Advisers, Mortgage & Protection Advisers who are looked after by administrators and paraplanners.The Managing Director is creating a brand-new role for a Financial Planner with ideally 18 months to 2 years of advising experience (they will consider a more senior adviser). The business has enough business to keep an adviser busy with 5 - 6 appointments per week with clients and lots of referrals from estate agencies, accountants, solicitors, and corporate partnerships they have in London. This role will suit a candidate with a background in either an independent or restricted wealth planning firm who is preferably working towards Chartered status. You will have dedicated admin and paraplanning support. Most of the funds under management are held on Elevate, Transact and Aviva various DFM's. If you have knowledge of FE Analytics this would be helpful.Salary: £60k - £70k (negotiable) + bonuses (OTE £100K)Full admin and paraplanning supportHybrid role of managing existing clients and generating new businessIf this role sounds of interest or any other roles I am working on please get in touch.
Back to searchFinancial Planner - Boutique IFA - Kingston - £60k - £70k plus bonuses (up to £100k OTE)
Financial Divisions
Posted 10 hours ago, valid for 2 days
Kingston Upon Thames, Surrey KT2 7NH
Full Time
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Sonic Summary
- The position is for a Financial Planner at a boutique independent wealth planning firm located near Kingston upon Thames.
- Candidates should have 18 months to 2 years of advising experience, although more senior advisers may also be considered.
- The salary ranges from £60k to £70k, with the potential to earn up to £100k OTE through bonuses.
- The role involves servicing existing clients with dedicated administrative and paraplanning support, along with a hybrid approach to managing client relationships.
- The firm specializes in providing whole market financial advice to high-net-worth retirees, families, and SME owners across London and Surrey.
