Full job descriptionFinancial Planner in Leigh-on-Sea
Clients to inherit & Partnership pathway
We are recruiting an ambitious and high-calibre Financial Planner to join a growing Financial Planning team based in Leigh-on-Sea.
The successful individual will inherit part of a substantial existing HNW client bank and will work with affluent individuals, families, business owners, and trusts, delivering holistic, goal-based financial planning.
This role would suit an adviser already accustomed to working with higher-net-worth clients, managing larger client banks and recurring income books, and delivering complex financial planning strategies.
The business has built an exceptional reputation within the market and combines a collaborative culture with a strong focus on professional development, client service, and long-term career progression.
The Opportunity
*Existing HNW client bank to inherit
*Salary circa £70,000+ depending on experience
*Uncapped bonus structure based on revenue generated
*Partnership route available with profit-share structure
*Strong paraplanning and operational support
*Industry-leading sales support programme
*Further exam support available
*Generous holiday allowance
*Private medical insurance
*Pension scheme
*Income protection
*Death in service cover
To be considered for the role:
*Be an experienced Financial Planner with a minimum of 2 years’ advisory experience
*Ideally, be Chartered or working towards Chartered status
*Have strong technical knowledge across investments, pensions, ISAs, bonds and protection
*Be organised, professional and capable of working autonomously
*Have a genuine passion for delivering high-quality financial planning
If you have experience within complex cases/ HNW clients and are looking to join a supportive firm with excellent career prospects, please apply today or contact us for more information.