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Permanent

Financial Planner

Marlow
money-bag 80000.00-80000.00 Annual
3089153876
Posted 3 days ago

Senior Financial Planner - HNW and UHNW Clients Home Counties and London Hybrid WorkingCompetitive salary: £80,000 - £110,000 (flexible) plus bonus (OTE £170,000)Are you an experienced Financial Planner looking to step into a truly relationship-led, senior advisory role?We are working with a highly regarded, independent Chartered Wealth Management firm that is seeking an accomplished Adviser to take over an established portfolio of High Net Worth and Ultra-High Net Worth clients across London and the Home Counties.As part of a long-term succession plan, the firm''s Director is stepping back from day-to-day client responsibilities and is looking for a trusted, experienced Adviser to assume responsibility for longstanding relationships while continuing to grow the client base. With the existing advisory team at full capacity, this represents a rare opportunity to inherit a well-managed, high-quality book and make an immediate impact.Typical clients are business owners and entrepreneurs with £2.5m+ AUM and complex planning needs, who value long-term, holistic advice delivered through a whole-of-market proposition. The Opportunity Based from the firm''s Marlow office, you''ll work in a collaborative yet autonomous environment, with a hybrid structure of three days in the office and two from home.You''ll be fully supported by dedicated Paraplanning and Administration, allowing you to focus on what you do best: building deep client relationships and delivering high-quality financia

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