This well-established financial planning practice in London is seeking a capable and ambitious Financial Planner to work closely with its Director as part of the firm’s long-term succession plan.
This local IFA practice has links to a larger group, building and maintaining long term client relationships, a ‘General Practitioner’, the practice deals with wide ranging client financial planning solutions.
The Director is looking to establish a succession plan that will create the opportunity for a process driven, ambitious Financial Planner to work alongside this experienced Director in the servicing of their substantial client bank, comprising c£100m FUM.
Initially, the role will be to work closely with the founder of the business to understand processes and get to know clients, until you are able to take a more prominent role in the servicing and maintenance of said client bank, as well as contribute towards the future direction of the business.
Ideally, you will already be qualified and working within the regulated advice arena, either as a Paraplanner or Financial Planner. Perhaps you are unfulfilled in your current role or there is a lack of opportunity to showcase your ambition and energy. It is imperative that you share the company values, adhere to its processes and provide clients reassuring, uncomplicated advice.
An attractive package is on offer to include competitive salary and rewarding bonus structure, although the key selling point of this opportunity is undoubtedly the ability to work on a highly profitable client bank and the prospect of inheriting it.
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