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Senior Financial Planner - Oxfordshire Succession planning

Senior Financial Planner - Oxfordshire Succession planning

Posted 7 March by Exchange Street Claims & Financial Services
Ended
£60,000 - £75,000 per annum
Abingdon , Oxfordshire
Permanent, full-time
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Posted by Exchange Street Claims & Financial Services
No one likes uncertainty. But if there's one thing that can put off someone from clicking apply it's the fear of the unknown.
  
How do I know what resources I will have? How do I know they'll deliver? How do I know what's in it for me?

This firm can answer all those questions.

They're acquisitive, which along with promotions and retirements, leads to succession planning issues. That means they have sizeable, high quality client banks to pass on from several people in the next 12-24 months.

Allied with this is the fact that existing planners are at capacity. So not only will you inherit some of their clients as well, you'll have a free run at all new enquiries.
  
The extent and complexity of these client banks will be tailored to whoever joins them. So your specialisms, your interests and your capacity will be taken into consideration. This isn't a one size fits all environment.

And given these are planned successions, you can get a breakdown of numbers, business mix and profiles. And with that you can draw up a plan for new business opportunities.

You'll get a good basic salary befitting someone with your knowledge (c£60,000 - £80,000) and experience (5 years plus as a planner). Your target will include initial and ongoing and you'll get 30% bonus for initial, 15% for ongoing. Given the ongoing you'll inherit, that's a sizeable yearly income.

You'll have the support of administrators and paraplanners who not only carry out their traditional duties. They are front and centre when it comes to dealing with clients too, freeing up even more of your time.

There's flexible working and an ethos of encouraging a healthy work/life balance. And the feedback we get from planners who have interviewed and now work for them, is excellent.


YOU:

You'll need to be a level 4 adviser (level 6 would be great) with a good track record. You'll have CAS and have the energy, determination and ability to manage a sizeable, HNW client portfolio. And good experience is required.

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Want to know if the grass is greener? Click apply and we’ll tell you more.

If you don't have a CV don't worry, we can come to that later.

Reference: 52227080

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