Senior Financial Planner

Senior Financial Planner - £90K - £110K + Bonus + Comprehensive Benefits

A high quality and successful B-corp, CEFEX & Chartered status Financial Planning business is looking for a new Financial Planner to join their team.

As a result of a Director retiring in the next 18 months, the business is looking for an experienced, technically sound Financial Planner to take responsibility for this Client bank, as this Director reduces client contact. This individual would then become the primary planner to these clients and would work with other HNW client referrals from the existing internal and external relationships (Accountants and professional connections).

The salary is £90K - £110K plus Bonus, full Benefits and Hybrid working. A Senior leadership position and running a team are a natural progression steps should this be of interest.

Good technical skills (Chartered or close to) alongside a strong depth of experience and understanding of advising HNW Clients and working with professional connections is required.