Senior Wealth Planner
Location: Egham
Role Type: Employed, Full-Time
Salary: £80,000 - £100,000 + Bonus
Are you a Chartered Financial Adviser seeking a high-quality client bank and a stable, long-term opportunity with outstanding earning potential?
NJR Recruitment is currently supporting a highly respected wealth management firm in their search for an experienced Chartered Adviser to take over the client base of a retiring adviser. This is a rare opportunity to step into a ready-made book of loyal, long-standing clients.
What's on Offer:
- Inheritance of ~70 established client relationships ranging from medium to ultra-high net worth
- Dedicated paraplanning and administrative support
- Clear and transparent bonus structure for retention and new business
- Access to cutting-edge technology including client engagement tools
- Private healthcare, life assurance, 26 days annual leave (including birthday off), and enhanced parental benefits
- Two paid volunteering days annually to support causes close to your heart
Duties will include:
- Speaking to clients in person, through video calls and telephone
- Conduct thorough fact finds
- Present financial options to clients
- Work with the paraplanning and compliance teams
- Conduct annual reviews
Who We're Looking For:
- Level 6 qualified (Chartered Financial Planner status essential)
- At least 5 years' experience delivering holistic financial advice
- Proven ability to manage and grow client relationships across all wealth levels
- Empathetic and client-focused, with strong interpersonal and technical skills
- Experienced with estate planning, pensions, tax-efficient strategies, and cash flow modelling
This role is ideal for a driven adviser looking to build on a trusted legacy while contributing to a forward-thinking firm with ambitious growth plans.
To express your interest or find out more confidentially, contact NJR Recruitment quoting NJR15782