Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area)

Senior Financial Planner - manage a retiring advisers' book of clients (Surrey/Sussex area) - Offices in Crawley

My client are an Independent Financial Advice firm based in East Sussex. I have placed 5 staff into the business over the past 2 years. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also cover Wills and Trusts as well as Powers of Attorney. They have been operating for over 20 years and built an outstanding reputation providing holistic financial planning and advice. They are a boutique business and wish to remain this way and not be acquired or sold to a large national firm or consolidator, they feel this is in the best interest of their clients and aligns with their values.

The Managing Director has had a long illustrious career in financial planning and is looking to step away from advisory activities and manage the business in the background. He is not looking to sell the business to a consolidator or asset manager. His preference is to recruit an individual who can manage his client bank and step up to be a potential Director of the business in a few years time. His book generates £420k of recurring fees and comprises of a mix of working professionals, wealth accumulators, business executives, retirees and families with between £100k - £1m to invest and they are geographically spread. You will be a driven and forward-thinking Adviser with 5 - 10 years of advising experience, preferably working towards your Chartered status or holding it already. This role will suit an adviser who can offer longevity in a new role and wishes to take their career to the next level legitimately be a Director of a business. Full administrative support can be offered and mentorship by the Director.

The offices are near Crawley in Sussex, and the preference is that you will be based in the Surrey/Sussex area and come to the office perhaps 2 days a week. You will benefit from full administrative support and the operational support from a dedicated Office Manager.

If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.