My client, a rapidly expanding Independent Wealth Planner with exciting growth plans in 2020, is looking to recruit an experienced and motivated Financial Planner following the acquisition of another IFA practice.
This company is rapidly expanding across the UK, with further announcements regarding growth and acquisitions to come in 2020. Its aim is to build and maintain long-term and trusted relationships with its clients to meet their financial objectives. It is about to complete on the acquisition of a large IFA practice in the Midlands Wolverhampton, taking on an additional c£100m in new client funds under management, and therefore requires a quality Financial Planner to service this client bank.
You will be responsible for offering first class advice to existing clients, working with the retiring IFA through a handover/ introduction to said clients, being involved in contributing to the firm’s growth strategy by actively generating new business. You will be required to maintain strong working relationships and provide clients with the best possible advice to fulfill their financial needs.
You must be ambitious and want to take the next step in your financial services career, as it is looking for someone with the drive and the wherewithal to potentially take an equity stake in the business longer term. You will be a top Advisor with a demonstrable track record, with experience of working within an IFA practice.
You will be given an existing client bank, as well as being provided with annual and quarterly business planning support and individual mentoring. You will also benefit from full admin and paraplanning support. A very attractive package is on offer, to include substantial salary and bonus.
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