Financial Planner

Overview of Our ClientOur client is a premier UK wealth management group with over £3.5bn in assets under management and a reputation for being an innovator in the financial services sector. Known for their "technology-first" approach and internal investment in digital applications, they provide a seamless, modern experience for over 15,000 clients nationwide. This specific vacancy arises from a strategic acquisition of a highly respected, long-standing financial planning practice based in Essex. This local firm has served individuals and families across mid-Essex for over 25 years and is celebrated for its deep-rooted client relationships and professional integrity. The acquisition has created a unique opportunity for an Adviser to join a firm that combines the personal touch of a local boutique with the robust back-office, technology and compliance support of a major national group.The RoleThe successful candidate will be instrumental in the transition and ongoing management of an established client bank. You will work alongside the existing Directors of the acquired firm to ensure continuity of service while introducing clients to the group''s modern wealth management propositions. Key Responsibilities:Relationship management: act as the primary point of contact for an existing book of approximately 500 active clientsHolistic advice: provide high-quality advice covering pensions, investments, IHT planning and tax-efficient structuresBusiness growth: identify opportunities ..... full job details .....