Financial Planner

An independent firm of insurance brokers and financial planners based in East London. Our roots go back to 1890, and today we still advise the great-grandchildren of some of our original clients. We are directly authorised by the FCA (Firm Reference 121398), with the freedom to recommend the whole market and a long-held commitment to genuinely independent, jargon-free advice, given in our clients' best interest and nobody else's. Our wealth & financial planning team is growing, and we want a senior adviser to grow with it.

The opportunity

This is a growth hire, not a backfill. We're adding a second senior adviser / Client Director to take on a bank of our more complex, higher-value client relationships and to be one of the senior faces we put in front of new clients. You'll have real autonomy, a genuine say in how the firm grows, and an established team around you. We're a deliberately collaborative firm - somewhere advisers work together and share the load, rather than clock in and out. For the right person there's a long-term home here, and we've structured ownership and succession deals before for advisers who want one.

What you'll do

• Look after an established bank of high-value clients - many of them successful, commercially astute business owners - with the credibility to hold your own.
• Deliver holistic, independent financial planning across retirement, pensions, investments, tax and estate/IHT planning, and protection.
• Advise with the freedom of true independence - whole-of-market choice through a flexible centralised investment proposition (currently Quilter, Transact and Timeline; model portfolios, DFMs and bespoke as the client needs).
• Proactively spot and win new business through professional connections, networking and referrals.
• Lean on strong support - administrators book your reviews and prepare meetings, and a paraplanner writes your suitability reports.

Who we're looking for

• An experienced adviser with genuine gravitas - comfortable with demanding clients who will challenge and probe.
• A proven, proactive approach to new business - you're happy to network, speak and get out there (you don't need to be a full-time hunter).
• Diploma-qualified (Level 4) as a minimum, with strong technical knowledge across complex planning.
• Within commutable reach of our East London office, able to be in around three days a week.
• Entrepreneurial and independent-minded - you want autonomy, a say, and a long-term home rather than the biggest cheque.

Package

• Base salary c.£75,000-£100,000+, depending on experience.
• Performance bonus: 25% of qualifying revenue above 3x salary, rising to 35% above 4x (initial fees and recurring income count, net of pay-aways).
• For the right person, a reduced validation threshold in year one while you build the book.
• Structured ownership / succession deals available for advisers who bring or build a book.
• Full admin and paraplanning support, a collaborative independent firm, and long-term progression.