Financial Planner - Manage £40m AUM - Up to £85k basic salary plus bonuses

My client are an independent wealth planning firm with offices near Bishops Stortford. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Essex, Herts and London. In their current setup they manage the affairs of 300 clients with assets ranging from £250k - £8m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes. They have very longstanding relations with a solicitor practice who refer business to them and the advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM.

The Managing Director is seeking to recruit an experienced Financial Planner who will manage c.£35m AUM. This is a purely servicing role which will free up the time of another adviser who is going to focus on...