Financial Services Jobs

Senior Financial Planner - high profile client base, Tunbridge Wells

Posted 4 months ago
Salary
£80,000/ANNUAL
Location(s)
Work from home
Type
Permanent

We are working closely with a multi-award winning regional firm of Chartered Financial Planners who are embarking on a period of significant growth.

Due to acquisitions and retirements, they have a unique role for a senior level Financial Planner to take over a large existing HNW client base, which includes many high profile musicians. In the future the role may develop into a leadership role.

Some facts and figures are below:

  • Citywire NMA and FT Adviser Award Winning Firm with first-class reputation.
  • Boutique, well-funded and undergoing period of significant growth
  • HNW client base spread between Kent and London - including several household names
  • Future potential to lead the office
  • No need or expectation to bring or self-generate clients
  • Average client has £500K - £1M investable assets, largest £10-15M
  • Client focused, professional firm, with strong ethics
  • Great culture, grown up environment, agile working
  • Employed, offering high basic salary and exceptional bonus potential (two types of annual bonus paid)
  • Typical basic up to c£80K, OTE £120K+ pa.

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