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Financial Planner - Chartered practice

Posted 31 January by Exchange Street Financial Services Easy Apply Ended

An extremely successful Chartered practice, our client is a profitable, high end financial planning firm that deals with a wealthy clientele. Due to succession planning they are now seeking to add an additional consultant to their team in Stockport.

With senior advisers looking at exit strategies, the firm is in the fortunate position of being able to pass on clients/recurring income over the next 2-3 years to help the new consultant get established. This is a model they have undertaken with another planner in the last few years and that individual is now writing significant levels of business.

However this firm has become successful by attracting individuals who are hungry and ambitious, so any applicant will need to be comfortable networking/prospecting for new business. The company does not expect candidates to have transferable clients but does expect that any applicant is able to approach professional connections and gain referral from existing clients.

A stable and successful track record is a must, and befitting the status of the firm each adviser must wish to be Chartered if they are not already (full exam costs are provided). Experience of cashflow modelling and/or DB transfers (G60/AF3) would be highly advantageous. Passion, professionalism and a strong team ethos are pre-requisites.

On offer is an employed role with access to high quality, loyal clients. The advice team is supported by a sizeable paraplanning/admin function and therefore every resource is in place for someone to succeed.

Required skills

  • Financial Planning
  • Cashflow Analysis

Reference: 33093700

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