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Senior Financial Planner

Senior Financial Planner

No one likes uncertainty. But if there's one thing that can put off someone from clicking apply it's the fear of the unknown.  

How do I know what resources I will have? How do I know they'll deliver? How do I know what's in it for me?

Ever been there where a firm struggles to answer those questions? You won't be alone.

But you won't find that here.

They're acquisitive, which along with promotions and retirements, leads to succession planning issues. In your area that means they have a client book with £300,000 ongoing fees attached to it. Given you'll have a 3.5 x validation of salary threshold you know you're going to earn bonus from your first piece of business onwards. And that's at a generous 30%. 

Not bad eh?

You can also factor in knowing exactly what you're walking in to. You'll know the average client portfolio. Their ages. The business that's been carried out. All the information you could possibly need to strategise a business development plan will be at your fingertips.

You'll get a good starting salary befitting someone with your knowledge (c£60,000 - £80,000) and experience (5 years plus as a planner). You'll get 30% on new business and 15% on ongoing paid half yearly, making this a six-figure environment.

But to look after such a big book you need first class support. And you'll have it.

You'll work with administrators and paraplanners who not only carry out their traditional duties. They are front and centre when it comes to dealing with clients too, freeing up even more of your time.

There's flexible working and an ethos of encouraging a healthy work/life balance. And the feedback we get from planners who have interviewed and now work for them, is excellent.


You'll need to be a level 4 adviser (level 6 would be great) with a great track record.

You'll have CAS and have the energy, determination and ability to manage a sizeable, HNW client portfolio.

And good experience (5 years plus as a planner) is needed.

Clients are in Teesside along with your local office, so you'll live in the area.

Deserve more from your employer but unsure if the grass is greener? Click apply and we’ll tell you everything you need to know.

If you don't have a CV don't worry. Send us contact details and we can come to the CV later.

Everyone will get a response.

Reference: 52833833

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