Chartered Financial Planner

An established client bank, ready for planning A well regarded HNW/UHNW national wealth management business is looking for an experienced Chartered Financial Planner to join its Gloucestershire based office. This is a rare opportunity to join an established, investment led team and build a financial planning proposition around an existing client base. The opportunity The local investment team manages around £350m of client assets. Roughly £300m of that is held by clients who do not yet have a financial planning relationship with the business. These are long-standing, trusted investment relationships, built over many years by experienced investment managers who are keen to see planning become part of the service. You will have direct access to these clients through warm introductions from the investment managers who know them best. This is not a case of building a book from scratch. The clients are already there, and so is the demand. Why this role is different

• A substantial back book of clients with no planning in place, many of them entrepreneurs, business owners, and high net worth individuals
• Investment managers who are commercially minded and genuinely open to financial planning, rather than simply tolerating it
• A regional leadership team that actively supports joint client events and shared business development
• A close-knit office in a good location, where you will be embedded in the team rather than visiting it
• The chance to shape and lead the planning proposition for the office, with no integrated planning and investment model yet in place The role
• Become the go-to planner for the local investment managers and their clients
• Turn existing investment relationships into long-term planning relationships
• Work alongside the investment managers to win new clients, including joint events and shared business development
• Build your own introducer network and generate new business from professional contacts and personal connections
• Deliver high-quality, bespoke planning advice to clients with complex needs About you
• An experienced, fully qualified financial planner, confident working alongside investment managers in a bespoke investment environment
• Commercially minded, with an established introducer network and a record of generating your own business
• Credible with sophisticated clients and able to earn the trust of colleagues quickly
• Based in the South West, or genuinely committed to relocating to the area
• Ambitious to build something substantial, rather than inherit a static client list What you will get
• Paraplanning support from the wider planning team
• The potential for local administrative support as the office grows
• A competitive package, with remuneration reflecting experience and the scale of the opportunity If you want a ready-made client base and the freedom to build a planning practice around it, we would like to hear from you. Applications are welcome in confidence.