Financial Planner - Equity & HNW clients on offer

Our client is an expanding, ambitious and extremely successful Chartered Financial Planning practice based in Cheshire with £77m funds under management. Having acquired two HNW client banks and with a current adviser due to retire at the end of the year, the firm is seeking to grow their advisory team to cope with demand for their services.

The company is therefore in the envious position of being able to provide their existing and new advisers with access to wealthy individual and corporate clients which has enabled their advisers to earn in excess of six-figures, assisted by their extremely generous bonus structure. With further acquisitions likely this situation will only improve. Such clients have recently led to a £500,000 investment and £700,000 trust case, reflecting the quality of clients on offer.

This is though an extremely dynamic and entrepreneurial young firm that wants to retain and build on its proactive culture. Therefore they are looking to secure individuals with either their own source of new clients or introducer relationships. By supplementing this they can enable the successful individual to consistently earn in excess of £100,000 alongside opening the path for that adviser to earn equity from an early stage or set-up their own practice within the group structure.

Any individual with close ties with the Nantwich market would be of particular interest.

This position would suit a range of different advisers; existing IFAs seeking additional client support, Private Bankers/Wealth Advisers from banks yearning for greater autonomy and the opportunity to provide holistic financial planning or indeed advisers from a tied/multi-tied background. The most important factor is the personality that underpins each consultant.  

Applicants will hold the Diploma as a minimum and ideally have or be moving towards Chartered status in keeping with the firm’s designation.

Alongside the opportunity to earn significant amounts there is the opportunity to receive equity in the business from a very early stage and indeed the chance to set-up their own practice within the group structure.

This practice therefore enjoys a number of key selling points, namely: six-figure earnings, equity, access to HNW clients and professional connections as well as the framework to establish your own firm under the group banner. They are successful, driven and highly ethical, underpinned by an extremely vigorous compliance and technical support function. It is therefore vital that candidates are able to demonstrate that they have the qualifications, sources of business and drive in order to be considered.