Vernon Thomas Recruitment
Financial Planner - £45m Book to Inherit
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Financial Planner
North West | Up to £80,000 + Benefits | £45m Client Bank to Inherit | High Net Worth Clients
The Opportunity
An exciting opportunity has arisen for an experienced Financial Planner to join a well-established financial planning business in the North West and take responsibility for an established £45m client bank, consisting of profitable, high net worth households.
This is an excellent opportunity for an adviser who enjoys building trusted, long-term relationships with clients and wants the opportunity to inherit a quality portfolio while continuing to develop new business and grow assets under management.
Key Responsibilities
- Take responsibility for an established £45m client portfolio
- Build and develop trusted, long-term relationships with high net worth clients
- Conduct regular client reviews and ensure advice reflects clients' changing circumstances and objectives
- Deliver a holistic financial planning experience
- Develop existing client relationships and identify opportunities to increase assets and ongoing fees
- Generate new clients through referrals, professional connections, networking, and existing relationships
- Work closely with the Business Development team to identify and develop new opportunities
- Develop and execute an individual business plan focused on client acquisition, revenue, and AuM growth
- Maintain high standards of regulatory compliance, client service, and professional conduct
- Work collaboratively with colleagues and share best practice
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About You
The ideal candidate will be an experienced Financial Planner with a strong track record of building and developing client relationships.
You will ideally have:
- Level 4 Diploma in Regulated Financial Planning or equivalent
- Chartered status, or be working towards Chartered status
- Experience delivering holistic financial planning
- Strong relationship management and communication skills
- Experience working with high net worth clients
- A strong network and proven ability to generate new business
- Commercial awareness and a strong new business mindset
- Excellent organizational and administration skills
- A strong understanding of regulatory requirements and client outcomes
- The ability to work independently while contributing positively to a wider team
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What's on Offer
- Up to £80,000 basic salary + benefits
- £45m established client bank to inherit
- High net worth client base
- North West-based opportunity
- Opportunity to grow an established portfolio
- Strong focus on holistic financial planning
- Support from experienced adviser, business development, and support teams
- Discretionary annual bonus based on individual, team, and company performance
- Private healthcare
- Life Assurance
- Income Protection
- Employer pension contribution
- Additional wellbeing and lifestyle benefits
- Opportunities for ongoing professional development
The role offers a rare opportunity to step into an established HNW client portfolio while still having significant scope to develop relationships, attract new clients, and grow your profile within the business.
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