Wealth Planner / Financial Planner
Location: Saffron Walden area (candidates should ideally live within approximately 15 miles of the office)
Working Pattern: Hybrid – 3 days office-based, 2 days from home
Salary: Dependent on experience
Benefits: Competitive package including bonus, pension, life assurance and enhanced holiday entitlement
An Outstanding Opportunity for an Ambitious Wealth Planner
This is a rare opportunity to join a well-established and growing wealth management business in a role that comes with an existing client portfolio, a clear pathway for progression, and significant future earning potential.
Whether you are an experienced Wealth Planner looking for your next step or an adviser with strong foundations and the ambition to develop further, this role offers the support, client access and long-term prospects to build a highly successful career.
From day one, you will inherit a recurring revenue portfolio worth approximately £100,000 per annum, providing an excellent platform from which to develop client relationships and grow your business. In addition, a further tranche of clients worth around £150,000 per annum is expected to transfer during the following year.
The Role
You will be responsible for managing and developing an existing portfolio of private clients, providing ongoing financial planning advice and delivering a high standard of service.
Responsibilities will include:
About You
Some financial planning experience is essential, but attitude, potential and a strong technical foundation are equally important.
You will ideally have:
Business Development Expectations
Alongside servicing and developing your existing client portfolio, there is an expectation to generate new business equivalent to approximately 20% of your recurring client revenue.
Benefits
Why Apply?
This is more than just another adviser role. It offers an established client bank, future client transfers already planned, genuine career progression, and the opportunity to build a long-term future within a successful and growing wealth management business.
Financial Planner - Saffron Walden • Saffron Walden, GB
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