Full job descriptionAn excellent opportunity has arisen for a Financial Planner to join a well-established and growing 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 £30m - £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 £30m - £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)
*Excellent company culture and regular social events


Who They’re Looking For
*Level 4 Diploma qualified
*Ideally Chartered (or working towards Chartered)
*Competent Adviser Status (CAS) in current or previous role
*Around 2 years+ as a Financial Planner
*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.