This job is no longer available
Financial Planner / Associate Director
Basic Salary £negotiable + Significant Bonus + Benefits
Working alongside the Investment Management team and their clients, you will provide specialist financial planning advice focussed around retirement and tax planning. Typically, clients will have been directly sourced by the fund managers and have portfolios inn excess of £200,000. This is therefore not a role where you will be targeted to gather new assets for the fund managers but provide a full wealth management service in partnership. The emphasis will be placed on developing clients internally however they are keen to acquire talent who have proved they can foster and develop relationships.
Successful candidates will have experience working as a financial planner, providing holistic advice on a fee basis to HNW clients. You will hold DipPFS, or one exam away from achieving this status as an absolute minimum with the ambition to becoming Chartered status in due course. Basic salary is variable and dependent on experience however is at the top end of salary scales. Package includes an industry leading bonus scheme which should see you earn at least 40-50% of your salary in year one progressing as you move into year 2.