Senior Financial Planner

Our client is seeking a Financial Planner in North
London / South Hertfordshire area to join their IFA team and benefit from a
highly competitive salary linked to recurring income and their generous monthly
bonus of 25% of initial fees on all new business written, plus additional
tiered annual bonus for meeting benchmark. You will be supplied with an existing,
HNW client bank to takeover and grow, with full suite of back-office support
team of Paraplanners and Administrators plus state-of-the-art AI processes to
enable you to concentrate on client facing factfinding and recommendation
meetings. You will also be providing fully independent financial planning advice
offering cashflow modelling.

They are seeking a client focused Financial Planner
who enjoys building strong relationships and provide excellent service to their
clients. You should look to grow this client bank organically through
referrals.

Successful Financial Planners in their team obtain
these through their high level of service and exceptional client relationships.

You should focus on conducting in-depth reviews to
understand your client’s current and future financial goals and objectives, and
with the support of their back-office team and AI generated reports formulate
appropriate financial strategies. You will be advising on clients’ pensions,
savings, investments and other financial needs.

This role is ideal for an experienced Financial
Planner who wants to take the next step in their career and join a growing
business. Our client will look to assist you in this growth by offering streamlined
processes and full back-office support to enable you to spend more time
servicing and growing your client bank.

Financial Planner Requirements

• You must hold full Level 4 Diploma in financial planning or
  equivalent
  
• Ideally you should be chartered or working towards
  
• You should have 5+ years’ experience as a Financial Advisor.
  Although experience is measured more by advice given to HNW individuals
  rather than length of service
  
• You should have a proven, demonstrable track record in being able
  to grow a client bank through referrals and addressing the needs of
  clients with the budget changes coming into effect from April 2027
  
• You should have done/utilised cash flow modelling to help identify
  any IHT liabilities and strategies to mitigate them effectively.
  
• You should have a client centric approach and have dedication to
  doing the right thing for clients for clients meeting their financial
  objectives, and tax strategies
  
• You should have excellent interpersonal skills, approachability,
  professionalism and good IT skills
  

Financial Planner Benefits

• Salary of £75,000 – £90,000 which will grow as you increase the recurring
  income of your client bank
  
• OTE of £110,000+
  
• Generous bonus scheme to reward any new business written paid
  monthly
  
• Additional annual incentive available
  
• Plus company benefits
  

Company

This national IFA firm with over £5bn of AuM are
looking to significantly grow their business and recognise to achieve such
growth, and success is dependent on dependent on having the right people in the
business. As such they are looking to build a strong team of passionate and
skilled team members.

Locations

Borehamwood

Call us
now on 0208 0044 154 or click Apply

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