Financial Planner

An exceptional opportunity for an experienced Financial Adviser to join a growing, independent wealth management business and inherit a client bank of c.£20m FUM from day one.A highly regarded, independent wealth management business is looking to appoint a Financial Planner to complement its growing team in Leeds (LS8). This is an excellent opportunity for an adviser who wants to develop their career within a growing business, whilst benefiting from an established client base and significant assets under management to work with immediately.The opportunityThe successful candidate will inherit responsibility for c.£20m of existing client assets, providing an excellent platform from which to establish themselves within the business.The client bank consists predominantly of high-quality private clients, with an average client relationship of approximately £300k FUM.You will take responsibility for developing and maintaining these long-term relationships, whilst also having the opportunity to grow your own client bank through referrals, networking and new business opportunities generated by the wider business.This is therefore not a cold-start proposition. You will have a substantial portfolio of clients to work with from the outset, allowing you to focus on delivering high-quality financial planning and building long-term relationships.Key responsibilitiesManage and develop a portfolio of existing highly affluent and HNW private clients.Provide holistic, independent financial ..... full job details .....