Financial Planner

We’ve got clients. Plenty of them. We don’t need you to find any more. We just want you to do a really good job looking after the clients that are already here.

There are around 100 households with approximately £70million AUM. You will provide holistic advice across all product areas and it will certainly help if you know your way around estate planning.

Clients are largely based around Shropshire and South Cheshire. Most will come into the Shrewsbury office for meetings so you will need to be able to get there 2 -3 days each week. There is an experienced support team in place that will allow you to focus on your clients.

You will get paid a competitive basic salary (that will reflect your experience), a full benefits package and you will receive bonus as a percentage of ongoing advice fees.

Given the nature of the client bank, we’re ideally looking for someone who is Chartered (or thereabouts). You’ll also be currently authorised in a financial planning role and have an up-to-date SPS.

Great opportunity. Great company. Apply here to find out more.