This well-established financial planning practice in Lancashire is seeking a capable and ambitious Financial Planner to work closely with its Directors as part of the firm’s long-term succession plan.
My client is a local IFA practice building and maintaining long term client relationships, a ‘General Practitioner’, the practice deals with wide ranging client financial planning solutions.
The founders are looking to establish a succession plan that will create the opportunity for a process driven, ambitious Financial Planner to work alongside these experienced Directors in the servicing of their substantial client bank. Ultimately you will have the opportunity to inherit clients upon their retirement, potentially taking equity in the business.
The role will be to work closely with the founders 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 Chartered, though this not essential. 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 and can be tailored to your preferences. You will enjoy excellent commercial terms on a self-employed basis, if preferred, otherwise an employed role to include competitive salary, bonus and benefits, 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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