Financial Planner in Leigh-on-Sea

Clients to inherit & Partnership pathway

We are recruiting an ambitious and high-calibre Financial Planner to join a growing Financial Planning team based in Leigh-on-Sea.

The successful individual will inherit part of a substantial existing HNW client bank and will work with affluent individuals, families, business owners, and trusts, delivering holistic, goal-based financial planning.

This role would suit an adviser already accustomed to working with higher-net-worth clients, managing larger client banks and recurring income books, and delivering complex financial planning strategies.

The business has built an exceptional reputation within the market and combines a collaborative culture with a strong focus on professional development, client service, and long-term career progression.

The Opportunity

• Existing HNW client bank to inherit
• Salary circa £70,000+ depending on experience
• Uncapped bonus structure based on revenue generated
• Partnership route available with profit-share structure
• Strong paraplanning and operational support
• Industry-leading sales support programme
• Further exam support available
• Generous holiday allowance
• Private medical insurance
• Pension scheme
• Income protection
• Death in service cover

To be considered for the role:

• Be an experienced Financial Planner with a minimum of 2 years’ advisory experience
• Ideally, be Chartered or working towards Chartered status
• Have strong technical knowledge across investments, pensions, ISAs, bonds and protection
• Be organised, professional and capable of working autonomously
• Have a genuine passion for delivering high-quality financial planning

If you have experience within complex cases/ HNW clients and are looking to join a supportive firm with excellent career prospects, please apply today or contact us for more information.