Financial Planner - with a book of clients

Financial Planner - West Midlands
Clients in West Midlands, Worcestershire and Warwickshire.
Quality book of clients projected at £30 million.

Idex have partnered with a West Midlands based Financial Planning firm to support a succession plan for a retiring Financial Adviser.

This chartered independent advice firm has built an exceptional reputation providing quality client centric financial planning.

A long-standing successful Financial Planner is planning to retire this year and transfer their book to the newly appointed adviser who will service and develop existing clients and continue promote the excellent reputation of the firm. Due to this there is no requirement to bring existing clients.

In addition there will be full localised paraplanning, back office support and the latest adviser and cash flow modelling tools.

The business takes a very relaxed approach offering autonomy to work remotely or from their offices and manage your own diary.

Full support or mentorship is on hand for any development areas required or achieve higher certifications if not already chartered or fellow.

Essential requirements include working as regulated Financial Adviser and qualified to at least Level 4 Diploma or Chartered.

Salary £60,000-£80,000 plus bonus and benefits has been suggested for this position.

Please contact Keith Enright for more details.

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