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:

• Managing and developing relationships with existing clients.
• Conducting client reviews and identifying planning opportunities.
• Delivering holistic financial planning advice.
• Working collaboratively with paraplanners and support staff.
• Maintaining compliance and professional standards.
• Supporting business development initiatives and professional networking activities.
• Contributing to the continued growth of the advisory business.

About You

Some financial planning experience is essential, but attitude, potential and a strong technical foundation are equally important.

You will ideally have:

• Experience within financial planning, wealth management or private client advice.
• Good overall knowledge of pensions, investments and personal taxation.
• Strong relationship-building and communication skills.
• A client-focused and professional approach.
• Commercial awareness and the ambition to develop a successful advisory career.
• The ability to work independently while remaining a collaborative team player.
• Progress towards Chartered status or a relevant professional qualification would be advantageous.

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

• 25 days holiday plus bank holidays.
• Additional holiday entitlement after 3 years' service, increasing by one day per year up to a maximum of 30 days plus bank holidays.
• Employer pension contribution of 4% matched by a 4% employee contribution.
• Group Life Assurance of 4x base salary.
• Discretionary annual bonus.
• Hybrid working arrangement.

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.