There's nothing worse than feeling trapped in your career.
You'd like to be independent and work for a business that puts clients first. But with so much consolidation happening it's not as easy to find as it once was.
Not easy but not impossible as this IFA business proves.
Here they're looking for someone to inherit a client bank from a retiring IFA. This client bank has c£30m AUM and £150,000 ongoing advice fees that you get full credit on.
Alongside that you'll join an accountancy business with 6 partners in the office and a further 20 on the accountancy team. There are other planners in the office but most are at director level meaning there's a great opportunity to get leads from your colleagues. And in this environment your average case size will be sizeable and the cases challenging.
It's important to note that 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. There are numerous planners in this company writing £500,000 - £750,000 per annum so the opportunity is huge.
And it's huge because of the calibre of paraplanning and admin support on offer. You'll get to spend your time doing what you do best - seeing clients.
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.
Salary is £60,000 - £80,000 but there is some flexibility based 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
HERE'S WHAT YOU'LL NEED:
You'll be a self-starter and a confident financial planner with 5+ 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. There's a decent client book to take over but the real medium/long term opportunity lies with the accountancy business. Whilst there are 6 partners in the office there are another 15 in the region so you'll have a lot of business introducers.
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.
-----------------------------------------------------------------------------------------
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. #J-18808-Ljbffr