Are you an experienced Chartered Financial Planner looking for your next move in Cornwall?
I'm representing a highly regarded, established wealth management business looking to appoint a Senior Financial Planner to join its team in Truro.

A few highlights of the opportunity:

• £98,000 basic salary + discretionary bonus of up to 30%
• Established client bank of around 80 clients, with £35m-£40m AUM and c.£300,000 in ongoing income
• Hybrid/flexible working
• A portfolio to inherit from day one, giving you an established recurring income base to build on
• Supportive local team, including Paraplanners, Client Executives and regional leadership, all based in Truro

The Package

• Basic salary: £98,000 depending on experience
• Bonus: Discretionary performance bonus of up to 30%
• Location: Cornwall
• Career development: The opportunity to join an established business with a strong regional presence and a focus on high-quality advice

Who I'm Looking For
Ideally, you'll be a Chartered Financial Planner with a strong background in holistic financial planning and experience supporting HNW clients.
You'll be personable, commercially aware and passionate about delivering excellent client outcomes.
If you're based in Cornwall or considering a move within the South West and would be open to a confidential conversation, I'd love to hear from you.

Please get in touch for further details via email -

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