Financial Planner - Boutique Advisory Co

An ambitious boutique wealth management and employee benefits advisory is seeking an experienced Financial Planner to join its growing team.The firm manages £125m+ in assets under advice and has built a reputation for delivering holistic financial planning solutions to individuals, families and business owners. With continued client growth and an expanding referral network from corporate clients, the business is now looking to appoint a planner who can provide high-quality advice while developing long-term client relationships.This is an excellent opportunity for a client-focused adviser who values independence, professional integrity and a long-term approach to financial planning.Key ResponsibilitiesProvide holistic financial planning advice covering investments, pensions, protection and retirement planningBuild and maintain long-term relationships with private clients and business ownersDeliver personalised financial plans aligned with client objectives and life goalsConduct client meetings, reviews and ongoing relationship managementIdentify opportunities to support employees from corporate benefit schemes with personal financial planningWork closely with paraplanners and administrators to ensure accurate and compliant advice deliveryPrepare and present recommendations in line with FCA regulatory standardsSupport the continued growth of the firm through referrals, networking and professional relationshipsMaintain high standards of compliance, client service and ..... full job details .....