Financial Planner

Financial Planner – Succession Opportunity

Field Based | Warwickshire Support Office | Salary up to £100,000 + Bonus

An established national wealth management firm is looking to appoint an experienced Financial Planner as part of a long-term succession plan.

The opportunity would suit an Adviser who can bring a small number of established client relationships with them but wants the security and growth potential of joining a well-capitalised business. You will work closely with a highly experienced Senior Financial Planner who is gradually winding down and looking to transition a significant portfolio of clients to the right person.

This will be a carefully managed handover rather than an immediate transfer. You will attend joint meetings, build relationships with clients and progressively take responsibility for their ongoing financial planning. The firm can also provide high-quality leads and further client opportunities to help you develop a substantial long-term portfolio.

The role

You will provide holistic, independent financial planning and ongoing advice to a diverse portfolio of HNW and UHNW clients.

Your responsibilities will include:

• Developing trusted, long-term relationships with new and existing clients
• Working alongside a Senior Financial Planner to manage the gradual handover of an established client p...