Back to search
My client are an independent wealth planning firm with offices in Hertfordshire. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Herts and Cambridge. 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 such as VCT & EIS 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 business has won numerous awards and is very engaged in the local community events and are advocates of many good causes. They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention with some relations stretch back over 10 years. The support team comprises of an experienced team of pooled Administrators & outsourced Paraplanning.
The Managing Director is creating a brand-new role for an experienced Financial Planner who will manage c.£35m AUM (150 existing clients). 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 and others. If you have knowledge of Intelligent Office, Cashcal or FE Analytics this would be helpful
- Salary: £70k - £100k (negotiable) + bonuses
- Manage 150 clients (£200k - £8m)
- Full admin and paraplanning support
- Servicing role - no need to generate new business
If this role sounds of interest or any other roles I am working on please get in touch.
