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Very straightforward and no nonsense! This firm has completed an acquisition and has too many clients they can handle, a good problem to have, of course. They are looking for an experienced Financial Planner to come in and take on a large book of clients, all with very good case size values.
You will have full autonomy over your diary, with the ability to work from home or the office, along with full paraplanning and admin support.
The business is a reasonably sized firm, big enough to offer the right structure to their employees, but keen to grow due to client demand.
This is a once-in-a-blue-moon opportunity to come in, take on an existing book of business, put your own stamp on things by growing the book with quality clients, and earn in excess of £80k. What's more, we can discuss in more detail the opportunity to take a stake in the firm over time.
The role is employed and is offering a salary of up to £80k (DOE), plus bonus and benefits.
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