Financial Planner, taking over from a retiring IFA

Posted 26 October by IDEX Consulting Ltd
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I'm guessing this advert is sandwiched between two other ad's that reads something along the lines of 'seeking an experienced Financial Adviser for an all-encompassing role for our innovative and ambitious client' (what does that even mean?) offering a 'competitive salary and bonus structure'. You probably gave that advert two seconds of your time and moved on, maybe you applied, maybe you didn't.

Well this is not your bang average role advertised on behalf of a bang average firm. Now you are probably wondering 'how is this any different?', correct?

Share two minutes of your time and I will explain. For starters you will take on an existing book of business working alongside a soon to be retiring IFA. Secondly, you will not only join as the sole Financial Adviser managing the Leicestershire patch, you will be the will also be taking on 3 accountancy practices which will supply you with a strong source of leads and clients.

Paraplanning and admin? Yes, it's all provided.

So what is the catch? The retiring IFA is keen to set off into the sunset therefore needs a quality IFA to handover to. The leads are not going to convert themselves either. So if you are up for taking on an existing book of business, following up on continuous leads and making a name for yourself, then get in touch and we can discuss further.

Not to worry if you don't have an up to date CV. Let's have a discussion first and then you can decide if it is worth finding where you have saved your CV, brushing the dust off and getting it updated. Fair?

The salary is circa £60,000 plus bonus and benefits. Happy to break down when we speak. Contact Ricardo Manouchehri on .

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Required skills

  • IFA
  • Independent Financial Adviser
  • Financial Planner
  • Wealth Manager
  • Independent Financial Advisor

Reference: 44486207

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