Financial Planner - taking over from a retiring IFA
We are seeking an experienced Financial Planner for our regional award-winning client who specialise in providing financial advice to HNW clients and employee benefits strategies for UK businesses.
The Financial Planner will work alongside a retiring IFA in the early stages to gain an understanding of the business and processes. Although this is a new business role, there is no expectation for you to 'self-generate' as you will be furnished with warm quality leads passed out from the employee benefits arm of the business. This model has proven to be a great success, with two of their Financial Planners building a client bank, from the leads provided, worth a combined GBP70 FUM in just over a three-year period.
The ideal candidate will relish the opportunity of following up on warm leads and meeting new clients, providing first class holistic advice to various sized clients (Company Directors and Business Owners). You will be provided with full paraplanning and admin support, so you can focus on providing advice to clients.
You will cover the West Midlands and Worcestershire areas and manage your diary, to suit your day ahead, therefore giving the option to work from their offices or from home.
All that is expected to be considered for this fantastic opportunity is the following:
- Competent and confident Financial Planner
- Team player
- Professional and service led
- Holds the client's best interest at heart
- Commercially aware
What's in it for you? The successful Financial Planner will be remunerated with a basic salary of up to GBP50,000, 20% plus bonus, pension and benefits.