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Senior Financial Planner – Essex | hybrid working

Key Job Features

Job Type: Permanent
Reference: 827
Location: Essex
Basic Salary: £60k - £75k
Other: + Bonus + Benefits


We have been exclusively instructed by a prestigious Financial Planning firm with discretionary permissions, that is seeking a Senior Financial Planner (preferably Chartered) to inherit the majority of a long-standing client-bank from a Managing Director, who plans to retire in early-2024.

You will be responsible for managing £300,000 from c.150 households, and benefit from extensive administrative and paraplanning support, enabling you to optimise the time spent serving the clients’ needs.

The role involves working collaboratively as part of a wider team whilst also acting on your own initiative, setting and achieving personal goals and managing deadlines. A multi-faceted role, you will work with existing clients whilst also utilising your ability to self-generate leads and develop new business opportunities.

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.

If you are interested in exploring this further, please email your CV to  quoting reference 827 or call Tim Terrell on 01761 252538 or John Anderson 01761 252 537 for an initial conversation.

£110,000 1st year earnings (basic + bonus) + Benefits

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