Job description


  • Entry level
  • No Education
  • Salary £70,000.00 - £80,000.00 gross per year
  • Hitchin


Position: Financial Planner
Industry: Financial Services
Salary: £70,000+
Location: Hitchin, Hertfordshire


This is a highly successful and growing Financial Planning practice that provides advice to HNW private clients across London and the surrounding home counties.


Due to structured growth of the advice team this financial planning practice has a large client bank ready to provide to an experienced Financial Planner.

The focus of this position is to service an existing portfolio of clients while generating additional business opportunities across the region with full back office support.

This is an excellent opportunity for an experienced Financial Planner looking to take their earning potential to the next level, with the additional benefit of having a large client portfolio from day one.

What’s on offer:

- Large existing portfolio of clients to inherit from day one
- Full Paraplanning, Administration & marketing support
- Excellent bonus structure & OTE
- Full exam support and future progression

Requested experience:

- Previous experience advising private clients within an IFA environment
- Level 4 Diploma qualified
- Experience managing an adviser sales team

Reference: 526

  • due
  • marketing