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Senior Financial Planner

Job description

Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Are you ready to take that next step and start being rewarded for the good work you are currently producing?


This is an opportunity which will allow you to create a splash, joining a household name who will give you the autonomy to put your stamp on things and make a name for yourself.


Whilst this is a team of experienced Financial Planners, there is a 2 members of the team who are coming up to retirement. Therefore, the firm is looking to bring on an experienced Financial Planner, with new ideas and the ability to take on HNW clients.

You will work in tandem with the Regional Partner is a highly experienced Investment Manager, working with senior figures from the Big 4, large law firms and partnering with in-house investment managers who will be passing over warm clients.


Whilst this firm is a well known and respected firm, they feel the region has so much more potential for growth and are looking for an experienced Financial Planner, with management experience, who has an unquestionable thirst and drive, to take the team and region forward.


You will have great energy, enthusiasm, ability to challenge the Partner you report into (no yes men or women need apply), provide advice to high level clients on complex cases and bring new ideas.


You will be rewarded with an above market salary of up to £90,000 plus bonus and benefits.



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