Associate Financial Planner

Details of the offer

Financial Planner - Book of £35m FUM to take on.
Putney (hybrid working) £40,000 - £55,000, plus bonus and benefits (OTE year 1 £60k - £65k) This is an ideal opportunity for a qualified Financial Planner / Financial Adviser who is early into their career and not progressing at the rate they had hoped.
You will be provided a book of £35m, an environment to progress at a steady pace with no hard and fast targets, and an environment that offers progression, along with full support to work towards Chartered.
Position overview Retain and grow a book of existing clients.
Current book is £35m of FUM.
Clients will be serviced via phone & video call, come into the office and face face.
No hard and fast targets, with the ability to progress at a steady pace.
Flexible working environment – Home or Office-based Modern tech with unrivalled support and 2 week turn around for reports.
About the Firm An expanding business growing via acquisition, creating internal opportunity and giving you clear route for progression.
A senior leadership team that has light touch management, but also full support when needed.
Supported by leading technology and exceptional back-office support.
An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment, dedicated to creating a forward-thinking and collaborative workplace Qualifications Level 4, with post CAS experience.


Nominal Salary: To be agreed

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