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Financial Planner, £30m of FUM to inherit

  • Salary: £56000 - £61000 per annum + Benefits Package + Bonus
  • Location: Waterlooville, Hampshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    28 Jan 2021
  • Job reference: 35109b

Is it fair to say that as a Financial Planner, developing new business with minimal face to face contact has become more challenging?

From my experience of speaking with Financial Advisers and Financial Planners on a daily basis, trying to develop new relationships and professional connections is a slow burn and at times, feels like to trying to fill a bucket with holes in. Not everyone is blessed with the ability to be creative with their own marketing to showcase what they are about, or in this current climate, stand out during a virtual networking event with 50 other people, held over zoom.

Maybe you're just a really good Financial Planner wanting to change people's lives for the better and not a Business Development Manager. Being in a fee earning position myself, I can totally relate to this.

If you are still engaged, I'm guessing you are interested in what is coming next. Good news is, I may have a solution………….

This opportunity is taking over from a retiring Financial Adviser who will be sticking around to support you with a full hand over. There is circa £30m of FUM with around 100 long term and established client relationships ready for you to pick up. Not only that, you will be introduced to 5 of his existing professional introducers.

The clients are predominantly located within Hampshire and some over in West Sussex. You will have full autonomy over your diary and have the ability to work from home or their offices, the choice is yours. Full admin and paraplanning support will be provided.

The successful Financial Adviser or Financial Planner, will have a client centric approach, solid experience across all areas of advice (ideally strong investment knowledge) and be pro-active in taking the client bank to the next level i.e. exploring wider family needs from the existing client bank, following up with client referrals and developing the existing professional connection relationships.

In return, you will have base salary of £55,000, £6k car allowance, 30% bonus structure, 10% pension and other benefits. The bonus structure will allow you to elevate your earnings to £100k+ per annum.

Sound interesting and want to explore further, please contact Ricardo Manouchehri for a confidential discussion.

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