About this role
Financial Planner – North London & Essex
Location: North London, Essex & surrounding areas
Salary: Dependent on experience
Contract: Permanent
Working Pattern: Predominantly home-based / field-based
The Opportunity
An exciting opportunity has arisen for an experienced Financial Planner to join a growing and ambitious wealth management business.
This is an excellent opportunity for an adviser looking to develop their career, grow their client portfolio and benefit from the opportunities created through an expanding business.
You will have the freedom to manage your own diary, build long-term client relationships and develop your portfolio, with access to additional client opportunities through business acquisitions and retiring advisers.
Candidates with an existing, transferable client bank are welcomed, although this is not essential.
The business is also keen to speak with advisers who have the experience and ambition to develop a portfolio of their own.
Key Responsibilities
- Provide holistic financial planning advice across investments, pensions, retirement planning and wider wealth management.
- Build and maintain long-term relationships with new and existing clients.
- Conduct regular client reviews and ensure ongoing suitability of advice.
- Develop new business through referrals, networking and professional introducer relationships.
- Manage and grow your client portfolio, increasing assets under advice and recurring revenue.
- Take on and develop client relationships introduced through business acquisitions.
- Work closely with paraplanning and administration teams to deliver excellent client service.
- Maintain FCA regulatory standards and ensure all advice meets compliance requirements.
About You
- Minimum Level 4 Diploma in Regulated Financial Planning (or equivalent).
- At least three years' experience providing regulated financial advice.
- Strong technical knowledge across pensions, investments and retirement planning.
- Excellent relationship management and communication skills.
- Commercially minded, with the ability and ambition to develop a client portfolio.
- Confident generating new business through networking, referrals and professional connections.
- Able to work independently and manage your own diary.
An established, transferable client bank would be advantageous but is not a requirement. Chartered status or additional technical qualifications would also be beneficial.
What's on Offer?
- Competitive salary, dependent on experience.
- Structured earning potential linked to the ongoing annual commission generated by your portfolio.
- Opportunity for additional financial reward through eligible transferable client relationships, potentially involving cash and shares.
- Access to additional clients through acquisitions and retiring advisers.
- Predominantly home-based and field-based working, with no fixed weekly office attendance.
- Flexible diary management and autonomy over your working week.
- Support from established paraplanning and administration teams.
- Long-term opportunity to build a substantial client portfolio, with an ambition to reach approximately £75m in assets under advice.
Location
Ideally suited to Financial Planners based in North London, Essex or surrounding areas, with flexibility to travel to client meetings as required. The business has a Central London office for occasional team meetings.