Financial Planner

An independent firm of insurance brokers and financial planners based in East London. Our roots go back to 1890, and today we still advise the great-grandchildren of some of our original clients. We are directly authorised by the FCA (Firm Reference 121398), with the freedom to recommend the whole market and a long-held commitment to genuinely independent, jargon-free advice, given in our clients'' best interest and nobody else''s. Our wealth and financial planning team is growing, and we want a senior adviser to grow with it.The opportunityThis is a growth hire, not a backfill. We''re adding a second senior adviser / Client Director to take on a bank of our more complex, higher-value client relationships and to be one of the senior faces we put in front of new clients. You''ll have real autonomy, a genuine say in how the firm grows, and an established team around you. We''re a deliberately collaborative firm - somewhere advisers work together and share the load, rather than clock in and out. For the right person there''s a long-term home here, and we''ve structured ownership and succession deals before for advisers who want one.What you''ll doLook after an established bank of high-value clients - many of them successful, commercially astute business owners - with the credibility to hold your own.Deliver holistic, independent financial planning across retirement, pensions, investments, tax and estate/IHT planning, and protection.Advise with the freedom of true independence - ..... full job details .....