We’re partnering with a highly successful, award-winning financial planning organisation with an established presence across the South West. The business is looking to appoint an experienced Senior Financial Planner to take ownership of an established portfolio of high-value clients, with significant assets under management and a substantial recurring income stream.

This is an excellent opportunity to inherit a quality client bank with strong existing relationships and considerable ongoing revenue, providing a solid platform from which to develop further business and maximise your earning potential.

The Role

You’ll manage and develop an established portfolio of clients, delivering tailored financial planning advice across retirement, investment, tax and estate planning. Alongside maintaining excellent client relationships, you’ll identify opportunities to grow existing accounts, generate new business through referrals and professional networks and contribute to the continued success of the regional team.

You’ll benefit from the support of an experienced professional technical and support teams, allowing you to focus on delivering exceptional client outcomes while developing your portfolio and building long-term commercial success.

About You

We’re keen to hear from an established Financial Planner with a strong track record of managing high-value client relationships, delivering comprehensive financial advice and identifying opportunities for business growth.

You’ll combine strong technical expertise with commercial awareness, excellent interpersonal skills and a proactive approach to client development. Ideally, you’ll hold a Level 6 Advanced Diploma in Financial Planning or equivalent, with experience across a broad range of financial planning needs.

The Opportunity

• Established client portfolio: Inherit a substantial portfolio of loyal, high-value clients with significant assets under management.
• Strong recurring income: Benefit from a very large ongoing trail income stream and an established foundation for future growth.
• Attractive remuneration: Competitive basic salary, complemented by a performance-related bonus offering additional earning potential.
• Quality environment: Join an award-winning organisation with a strong regional reputation and a commitment to professional excellence.
• Long-term opportunity: Develop existing relationships, generate new business and play a meaningful role in the continued growth of the business.

This is an excellent opportunity to join a highly regarded, award-winning financial planning business that genuinely values its people and invests in their long-term success. Alongside an established client portfolio and significant earning potential, the role offers an attractive basic salary, a rewarding bonus structure and a very strong company benefits package. If you’re looking to take the next step in your career with a successful, forward-thinking organisation that offers both professional fulfilment and financial reward, we’d love to hear from you.