Job Description
Does it feel like profits matter more than people? If you’ve reached that point this is an opportunity to work in a business where professional judgement is trusted and clients come first. You'll join the financial planning arm of an accountancy business with 10 partners and plenty more accountants in the region. There are other financial planners but most are at director level and at capacity. This means new leads are likely to come to you.And in this environment your average case size will be sizeable and the cases challenging. There are numerous planners in this company writing £500,000 - £750,000 per annum which tells you everything. Salary is £60,000 - £80,000 (depending on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including:
* 25 days holiday + bank holidays
* The chance to buy or sell up to 5 days a year
* Pension
* Healthcare
* Income Protection
* Life Assurance
As you'd expect this is a business where the accountancy business is bought in to what financial planning offers. Yes you'll need to build relationships but you won't be banging your head against the wall here. You'll also get to spend your time doing what you do best - seeing clients. The admin and paraplanning teams at this business are top notch. As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning.Yes there's some hard work ahead.But there's a huge untapped client book to approach. You'll be independent with your advice and also how you operate. There's scope to specialise if you want to e.g. healthcare/medical professionals. And you'll have the support of the wider financial planning team to draw on. HERE'S WHAT YOU'LL NEED: You'll be a self-starter and a confident financial planner with 3+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already. But your mindset and drive is of more importance. You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here. You'll want to work for an independent financial planner.You can be a visible presence in Northampton/Milton Keynes. ----------------------------------------------------------------------------------------- Does independence matter? If so click apply and we'll be in touch. If you don't have a CV send us a way of contacting you. We can come to the CV later. Everyone will receive a response.