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- Junior Financial Planner
- Boutique Wealth Management Firm
- Offices near Kingston upon Thames
- £50k plus bonuses on new business (up to £100k OTE)
- Working alongside Director and Mortgage Adviser
My 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. 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. 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 looking to work 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: £50k (negotiable) + bonuses (OTE £100K)
- Full admin and paraplanning support
- Hybrid role of managing existing clients and generating new business
If this role sounds of interest or any other roles I am working on please get in touch.
