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Financial Planning Director

Key Job Features

Job Type: Permanent
Reference: 601
Location: West London
Other: £100,000+ Total Reward (1st year) + LTIP + Benefits


We are working with a reputable, financial planning firm in the South, that is supported by a private equity backed national IFA business.

Our client is seeking a Senior Financial Planner to inherit and develop an existing client bank from a retiring Director. The portfolio generates £250,000 recurring annual income and predominantly consists of mass affluent and HNW Business Owners and Directors that are accumulating wealth. A multi-faceted role, you will need to be adept at self-generating leads and developing new business opportunities, whilst benefitting from extensive new client acquisition opportunities via referrals and incoming leads from an established introducer network.

This position provides an opportunity to work as part of an expanding business with scope for significant career progression; there are prospects within this role to lead and supervise a team of Financial Planners across the South-East, supporting them to achieve objectives by providing supervision and mentoring.

This is a key hire for the business, requiring a well-rounded individual. Ideal candidates will be dynamic, ambitious and energetic Financial Planners with an appetite to grow with a company. Previous management experience is desirable but not a prerequisite.

If you are interested in finding out more, please email your CV to or call Tim Terrell (01761 252 538) or Finn Greaves (01761 252 537) for an initial discussion.

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