Independent Financial Planner

Clients to inherit from day one!

We're partnering with a highly respected, independently owned Chartered financial planning firm that is experiencing sustained growth through both strong referral activity and an increasing volume of incoming enquiries. As a result, they are looking to appoint an experienced Financial Planner to join their expanding team.

This is a genuine opportunity to inherit client relationships from day one, allowing you to focus on delivering high-quality advice while continuing to build your own client bank over time. The firm has established an excellent reputation for holistic financial planning and is committed to providing a client-centric, long-term approach to wealth management.

Requirements:

• Level 4 Diploma qualified as a minimum
• Chartered status or progress towards Chartered qualifications would be advantageous, although not essential
• A minimum of 3 years' experience providing holistic financial planning advice within an independent advice environment
• Strong relationship-building skills with the ability to develop trust and deliver an exceptional client experience
• Commercially minded, with confidence converting enquiries and identifying opportunities to grow relationships

The opportunity:

The business combines the flexibility and culture of a boutique financial planning firm with ambitious growth plans. Having successfully expanded through a combination of organic growth and strategic acquisitions, they are well positioned for the next phase of their journey.

You'll benefit from:

• An immediate client bank and pipeline of new enquiries
• Freedom to provide genuinely independent advice
• A highly supportive and collaborative culture
• Long-term career progression opportunities as the business continues to grow
• Potential future equity participation for the right individual who wants to play a key role in the firm's success

Location:

The role offers a high degree of flexibility and can be predominantly home-based, with travel required for client meetings. Applicants should be based in the South East, with London, Surrey or Berkshire being particularly well suited.