Financial Planner

The right financial planning career move is about finding a wealth management business where you can build on your experience, develop meaningful client relationships and create something lasting for the future.

We are working with an established IFA firm that is looking to welcome an experienced Financial Adviser or Financial Planner into its team.

This is an opportunity to join a well-established wealth management business with a large client base, an experienced team and a remuneration package designed to reward your contribution. There are also exciting longer-term opportunities to develop established client relationships as part of the firm's succession planning.

If you enjoy delivering quality Wealth Advice, building trusted relationships and growing working closely with wealth advice clients, then this could be a particularly interesting next step.

What’s on offer?

The package combines a competitive basic salary with an attractive bonus structure and opportunities to increase your earnings as your business develops.

• Basic salary of up to £60,000, depending on experience


• An anticipated first-year bonus of approximately £42,000, in addition to your basic salary


• Additional earning potential as you progress into your second year and beyond

Your earnings will reflect the business you generate and the applicable bonus arrangements, giving you an opportunity to influence your financial future through your own contribution.

An established wealth management business with room to grow

You will be joining an established Financial Planning team bringing a wealth of experience and long-standing client relationships.

Several members of the team have been with the business for many years, providing a strong foundation of knowledge, experience and continuity.

For an incoming Financial Planner, this creates an opportunity to join an established environment while developing your own contribution through new business, existing client relationships and the ongoing evolution of the firm's service offering.

For someone who enjoys engaging with clients, understanding their needs and helping them get the most from their Financial Planning arrangements, this offers another interesting dimension to the role.

Succession opportunities that could shape your Financial Advice future

One of the particularly appealing aspects of this opportunity is the IFA firm's longer-term succession planning.

The existing Financial Planning team includes highly experienced Financial Advisers. As some experienced advisers begin planning for retirement, there is potential for an incoming Financial Adviser to take on established client relationships in the future.

For the right Financial Adviser, this could provide an opportunity to develop valuable client relationships, build on the trust already established and help ensure continuity of advice as clients' needs evolve.

These opportunities will develop over time in line with the firm's succession plans. However, for someone looking to build a sustainable future in Wealth Management, the prospect of developing established client relationships alongside generating new business is well worth exploring.

Are you the Financial Adviser that we are looking for?

We are looking for an experienced Financial Planner who combines commercial awareness with a genuine commitment to putting clients first.

You will enjoy getting to know people, understanding what matters to them and building relationships that stand the test of time.

You will also be comfortable developing new business, identifying opportunities to support existing clients and taking responsibility for your own growth.

As an experienced Financial Adviser, you will bring:

• Experience as a Financial Adviser within an IFA or Wealth Management environment


• A strong client-focused approach and a commitment to delivering quality financial advice


• The ability to build lasting client relationships based on trust, understanding and excellent service


• An appreciation of the importance of ongoing Financial Planning and long-term client relationships


• The ambition to grow your earnings while maintaining high professional standards


• An interest in developing established client relationships as part of future succession planning


• A collaborative approach to working with colleagues and delivering a joined-up client experience

You will also appreciate the value of a strong support structure. Effective Paraplanner support and a collaborative Paraplanning team help create the space for Financial Planners to focus on their clients, develop relationships and deliver well-researched, considered recommendations.

Why consider this wealth advice role?

You will have the opportunity to combine an established client base with new business development, an attractive bonus structure and the potential to take on additional client relationships as succession opportunities arise.

For an experienced Financial Adviser who wants to develop their earnings, make the most of their experience and continue delivering valuable Wealth Advice, it offers an appealing combination of stability, opportunity and long-term potential.

Let's have a conversation

Perhaps you are ready for a new challenge, looking for greater earning potential or interested in developing a more established client base.

Whatever matters most to you in your next move, we’d love to understand what you are looking for and explore whether this opportunity could be a good fit.

Get in touch with Truestar Talent for an informal, confidential conversation.

Sometimes, the best next step starts with a conversation.