Job details.
Published: about 3 months ago
A rapidly growing national financial advisory firm is seeking an experienced and proactive Financial Planner to take over and grow an existing book of high-quality clients, following a recent acquisition.
This is a rare opportunity to step into a warm client base and establish long-term relationships with well-cared-for clients. Two Senior Financial Planners are set to retire at the end of the year, and the firm is actively looking to onboard their successors now to ensure a smooth transition and introduction to their clients.
Why this opportunity stands out:
- Immediate takeover of an established client book
- Two senior advisers retiring – client handovers already planned
- Well-established corporate arm provides first-class lead generation
- Remote-first role with access to a London-based office if preferred
- Full paraplanning and sales support for operational efficiency
- Uncapped earnings with excellent growth potential
- Bonus structure: 35% on new business, 25% on recurring revenue
- Validation: 3x salary
- Comprehensive benefits included
What we're looking for:
- Level 4 qualified (minimum)
- Proven ability to maintain and grow client relationships
- Strong interpersonal and communication skills
- A client following of approx. £5–£10M or access to a robust network (6–12 month covenants are not a barrier)
- Comfortable with both virtual and in-person client engagement
This is a standout opportunity for an ambitious Financial Planner who wants to combine the security of a warm client book with the potential for long-term growth, backed by a supportive team and a strong corporate infrastructure.
A rapidly growing national financial advisory firm is seeking an experienced and proactive Financial Planner to take over and grow an existing book of high-quality clients, following a recent acquisition.
This is a rare opportunity to step into a warm client base and establish long-term relationships with well-cared-for clients. Two Senior Financial Planners are set to retire at the end of the year, and the firm is actively looking to onboard their successors now to ensure a smooth transition and introduction to their clients.
Why this opportunity stands out:
- Immediate takeover of an established client book
- Two senior advisers retiring – client handovers already planned
- Well-established corporate arm provides first-class lead generation
- Remote-first role with access to a London-based office if preferred
- Full paraplanning and sales support for operational efficiency
- Uncapped earnings with excellent growth potential
- Bonus structure: 35% on new business, 25% on recurring revenue
- Validation: 3x salary
- Comprehensive benefits included
What we're looking for:
- Level 4 qualified (minimum)
- Proven ability to maintain and grow client relationships
- Strong interpersonal and communication skills
- A client following of approx. £5–£10M or access to a robust network (6–12 month covenants are not a barrier)
- Comfortable with both virtual and in-person client engagement
This is a standout opportunity for an ambitious Financial Planner who wants to combine the security of a warm client book with the potential for long-term growth, backed by a supportive team and a strong corporate infrastructure.
Sector:
- Financial Planning
