Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake
THE BUSINESS
My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offices near Sevenoaks and placing 3 Financial Advisers with them, in the last 18 months. They offer whole of market advice on Pensions, Investments, Tax Planning, Trusts, Wills, IHT planning, POA, Mortgages and Protection. The Managing Director has had a long and illustrious career in wealth management having created and managed several successful businesses. He has built a reputation as a leading figure in the industry, having been the most successful Adviser at one of the UK’s largest Wealth Management firms, personally billing more than £1m per year. The MD is still personally overseeing the affairs of HNW and UHNW cases, alongside training up the next generation of Advisers and the Senior Management team, so they can take over the business, when he comes to retire. The business has no desire to be acquired by a consolidator and is in the enviable position of being fully self-funded and is acquiring businesses off retiring advisers and is growing consistently year on year via referral and recommendation.
THE ROLE/OPPORTUNITY
The Managing Director is creating a brand-new role within the business for an established Senior IFA with a background ...