Associate Director​/Financial Planner

Overview

Are you an experienced Wealth Manager/Financial Adviser?

Is Your Career Plateauing? Is Your Trajectory Too Slow? When Would ‘Now’ Be a Good Time to Take Control?

Do you want to drive your career progression or remain limited by the constraints of your current firm? If you are ready to accelerate your professional development while making a real impact for clients, this could be the right opportunity.

Join the #1 ranked SJP Partner Practice (out of 2900 SJP businesses) over the last 22 years, based in prestige City of London offices — a proven business that consistently develops top-performing advisers who deliver outstanding ongoing service and outcomes for clients.

Step in as Associate Director, with a clear, results-based pathway to Director, Executive Director, and potential equity participation, including significant basic salary increases.

• Performance-based allocation of additional clients and funds under management
• A high-quality client bank of six-figure and multi–six-figure City professionals
• Delivering holistic financial planning advice built around lifetime cashflow planning software, designed to help clients achieve their long-term goals
• Full marketing support, no prospecting, and mentorship from a Senior Managing Partner
• A collegiate, client-focused culture with uncapped earnings, no salary validation, or discretionary bonuses
• Financial rewards directly correlated with delivering excellent outcomes for clients

This role is for advisers who are committed to building lasting client relationships, delivering exceptional ongoing service and outcomes, and accelerating their career trajectory in a business that demonstrates consistent success in developing top performers.