Financial Planner

Wealth Planner / Financial PlannerLocation: Saffron Walden area (candidates should ideally live within approximately 15 miles of the office)Working Pattern: Hybrid - 3 days office-based, 2 days from homeSalary: Dependent on experienceBenefits: Competitive package including bonus, pension, life assurance and enhanced holiday entitlementAn Outstanding Opportunity for an Ambitious Wealth PlannerThis is a rare opportunity to join a well-established and growing wealth management business in a role that comes with an existing client portfolio, a clear pathway for progression, and significant future earning potential.Whether you are an experienced Wealth Planner looking for your next step or an adviser with strong foundations and the ambition to develop further, this role offers the support, client access and long-term prospects to build a highly successful career.From day one, you will inherit a recurring revenue portfolio worth approximately £100,000 per annum, providing an excellent platform from which to develop client relationships and grow your business. In addition, a further tranche of clients worth around £150,000 per annum is expected to transfer during the following year.The RoleYou will be responsible for managing and developing an existing portfolio of private clients, providing ongoing financial planning advice and delivering a high standard of service.Responsibilities will include:Managing and developing relationships with existing clients.Conducting client reviews ..... full job details .....