NJR Recruitment
NJR Recruitment is seeking a Senior Wealth Planner in Egham for a well-respected wealth management firm. This full-time role offers an experienced Chartered Financial Adviser the chance to inherit approximately 70 established client relationships from a retiring adviser. The position includes dedicated support, a transparent bonus structure, and access to advanced technology. Candidates should possess a Level 6 qualification, a minimum of five years' experience, and strong interpersonal skills. The firm provides a competitive salary, benefits, and opportunities for professional growth, making it an attractive option for motivated advisers.
*Senior Wealth Planner*
*Egham*
*Employed, Full-Time*
Are you a Chartered Financial Adviser seeking a high-quality client bank and a stable, long-term opportunity with outstanding earning potential?
NJR Recruitment is currently supporting a highly respected wealth management firm in their search for an experienced Chartered Adviser to take over the client base of a retiring adviser. This is a rare opportunity to step into a ready-made book of loyal, long-standing clients.
What’s on Offer:
” Inheritance of ~70 established client relationships ranging from medium to ultra-high net worth
” Dedicated paraplanning and administrative support
” Clear and transparent bonus structure for retention and new business
” Access to cutting-edge technology including client engagement tools
” Private healthcare, life assurance, 26 days annual leave (including birthday off), and enhanced parental benefits
” Two paid volunteering days annually to support causes close to your heart
Duties will include:
” Speaking to clients in person, through video calls and telephone
” Conduct thorough fact finds
” Present financial options to clients
” Work with the paraplanning and compliance teams
” Conduct annual reviews
Who We’re Looking For:
” Level 6 qualified (Chartered Financial Planner status essential)
” At least 5 years’ experience delivering holistic financial advice
” Proven ability to manage and grow client relationships across all wealth levels
” Empathetic and client-focused, with strong interpersonal and technical skills
” Experienced with estate planning, pensions, tax-efficient strategies, and cash flow modelling
This role is ideal for a driven adviser looking to build on a trusted legacy while contributing to a forward-thinking firm with ambitious growth plans.
To express your interest or find out more confidentially, contact NJR Recruitment quoting NJR15782
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Job Types: Full-time, Permanent
Pay: £75,000.00-£100,000.00 per year
Work Location: In person
Reference ID: NJR15782
Source ⇲
joblookup.com