Independent Financial Planner - City of London (Farringdon) - Manage existing clients - Up to £80k - Financial Divisions : Job Details

Independent Financial Planner VacancyCity of London offices (near Farringdon)Manage existing client bank and receive leads from marketing team£70k - £80k basic salary with bonuses on topFull Paraplanning and Administration support from a pooled teamMy client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 3 members of staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK.In their current setup they manage the affairs of clients with assets ranging from £100k - £10m with £500k being an average case. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business, and they have big expansion plans over the next 5 years.The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing.The Managing Director requires an experienced Financial Planner in their London office 3 days per week. You will manage a book of recurring revenue but also generate some new business opportunities with leads provided to you by a dedicated marketing team. This role will suit a candidate with 3 years of advising experience. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional esoteric scheme.If this role sounds of interest or any other roles I am working on please get in touch.