We are working with a fully independent financial planning firm entering a key growth phase. With £450m in FUM and five consultants based out of their Surrey head office, they are now looking to expand into the Home Counties (northwest of London).
This new satellite office will be built alongside an existing director who manages a high-quality client bank of c.100 families, with approx. £100m in FUM.
This is a standout opportunity for an experienced Financial Planner to help grow the regional presence and inherit and develop existing relationships. As the firm grows, there will be potential for a leadership role for the right person and, over time, possible inclusion in the firm’s EMI scheme.
The firm is highly client-centric with a strong cultural emphasis — they’re committed to hiring the right person and will offer a highly competitive package to match. Generous bonus in addition to basic salary.