- Independent Financial Planner Vacancy
- Multiple locations across North East England
- Manage existing clients from a retiring adviser and generate new business
- £60k – £75k basic salary with bonuses on top
- 25 days holiday + bank holidays and benefits
- Full Paraplanning and Administration support from a pooled team
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 50+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing.
In their current setup they manage the affairs of clients with assets ranging from £150k – £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. They have very longstanding relations with accountancy and solicitor practices who refer business.
The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself.
The Managing Director is looking to recruit a selection of Financial Planners in various locations who can manage a portion of existing client banks from retiring advisers but with an emphasis on generating new business. This role will suit a candidate with 18 months of advising experience as a minimum but you MUST have your CAS and SPS signed off.
You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA’s and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation and there is an opportunity for a 5 year “Super Bonus” where you gain a one-off bonus every 5 years which is calculated based upon your entire billing over that timeframe.
If this role sounds of interest or any other roles I am working on please get in touch.
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