Financial Planner – £40m Client Book Provided
Salary to £75,000 + Bonus + Hybrid/Flexible Working
Location: Devon
An excellent opportunity has arisen for a Financial Planner to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.
Our client is a wonderful business and are offering the opportunity to inherit an established client bank of approximately £40m AUM, acquired from a retiring adviser. They provide advice across pensions, investments, protection, IHT/estate planning, and intergenerational wealth planning.
This is an ideal opportunity for an ambitious Financial Planner who enjoys building long-term client relationships and delivering holistic financial planning advice whilst benefiting from a high-quality support structure and full independent advice proposition.
Our client has invested heavily in Financial Adviser support technology and training, allowing Financial Planners to focus on what they do best — looking after clients and building relationships. Advisers are trusted to manage their own diary and working patterns, with a flexible hybrid working arrangement and genuine autonomy, with no micromanagement. They genuinely care about your work/life balance and wellbeing, and offer an extremely attractive benefits package to support this.
You will receive a dedicated Administrator as well as full paraplanning support, and there is a well-established Training & Competence function to fully support you with ongoing development.
What's on Offer
- Salary to £75,000 depending on experience
- Excellent bonus structure
- Existing client bank of approximately £40m AUM inherited from a retiring adviser
- Full administrative and paraplanning support
- Full study support towards Chartered status, plus study days for each exam
- Flexible and hybrid working environment
- Genuine autonomy and adviser trust culture
- Excellent Training & Competence support
- AI support in place to reduce administration and increase efficiency
Benefits
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Private GP service
- Health Cash Plan
- Income Protection
- Life Assurance (4x salary)
- Employee Assistance Programme
- Pension (6% employer / 3% employee contribution)
- Full study support towards Chartered
- Excellent company culture and regular social events
Who They're Looking For
- Level 4 Diploma qualified
- Experience as a Financial Planner/Adviser
- Individuals seeking a long-term opportunity within a supportive and growing independent firm
This is a rare opportunity to inherit a substantial client bank from day one whilst joining a highly supportive independent business that invests heavily in its advisers, technology and long-term career development. Our client is a growing business, so there is an exceptional opportunity to grow into a senior role over the long-term.
If you are a Financial Planner looking for genuine flexibility and the ability to grow within an exceptional and growing high-quality firm, please send your CV to Harry at Financial Divisions: harry@financialdivisions.co.uk.