Associate Financial Planner

Financial Planner - Book of £35m FUM to take on.

Putney (hybrid working)

£40,000 - £55,000, plus bonus and benefits (OTE year 1 £60k - £65k)

This is an ideal opportunity for a qualified Financial Planner / Financial Adviser who is early into their career and not progressing at the rate they had hoped. You will be provided a book of £35m, an environment to progress at a steady pace with no hard and fast targets, and an environment that offers progression, along with full support to work towards Chartered.

Position overview ✅

Retain and grow a book of existing clients. Current book is £35m of FUM.

Clients will be serviced via phone & video call, come into the office and face face.

No hard and fast targets, with the ability to progress at a steady pace.

Flexible working environment – Home or Office-based

Modern tech with unrivalled support and 2 week turn around for reports.

About the Firm ✅

• An expanding business growing via acquisition, creating internal opportunity and giving you clear route for progression.
• A senior leadership team that has light touch management, but also full support when needed.
• Supported by leading technology and exceptional back-office support.
• An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment, dedicated to creating a forward-thinking and collaborative workplace

Qualifications ✅

• Level 4, with post CAS experience.