Financial Planner – Inherit a HNW Client Bank + High-Quality Leads Location : Hybrid (Office & Remote) | Salary : Up to £80,000 basic + Bonus (OTE £100,000+) Sector : Financial Services | Job Type : Full-Time, Permanent
Are you an experienced Financial Planner looking to accelerate your earnings and career? This is a rare opportunity to inherit an established book of high-net-worth clients, benefit from high-quality leads, and be part of a forward-thinking financial planning firm that truly values professionalism, ethics, and long-term relationships.
What’s On Offer :
HNW Client Bank – Inherit an active portfolio of clients from retiring advisers
High-Quality Leads – No cold calling; clients typically have £500k+ to invest
Generous Bonus Scheme – Based on client retention and new business
Flexible Working – Hybrid model with remote and in-office flexibility
Professional Development – Full study support towards Chartered status
Comprehensive Benefits – DIS, pension, and flexible employee benefits package
Your Role :
Manage and nurture a portfolio of high-net-worth clients
Provide holistic financial advice covering i...
Financial Adviser • Chelmsford, Essex, UK