Chartered financial planning business, with over £2b of FUM.
Independent model to give your clients the best options possible.
Grown up working environment, with the flexibility to work from home or their offices. Autonomy to manage your own diary.
An existing book of HNW clients to inherit from day, providing you with almost 70% capacity and then allowing you to build and develop the rest of your portfolio with more quality clients of your choice.
30% bonus on all ongoing and new business
Full study support to become Chartered if not already. Great opportunity for progression and development.
Continuous lead flow.
Slick and modern systems, back office and strong paraplanning support.
Ambitious firm who is growing organically and with via the 'right' types of acquisitions (NOT an asset stripper)
If this sounds like a firm/role you would like to discuss further, please get in touch with Alex Merrick on 07776 670384. Happy to share the details of the firm in question and walk you through the opportunity.