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Financial Planner

  • Salary: £55000 - £70000 per annum
  • Location: Birmingham, West Midlands, Stourbridge
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    07 Feb 2020
  • Job reference: 33751

Let's keep this snappy! This is a unique opportunity for an experienced Financial Planner to take over a small IFA business, 5 years from joining. Let's cut to the chase, a client of mine is looking for a qualified, experienced and ethical Financial Planner to take over £30m of FUM in the next 5 years and allow you to have the recurring revenue, admin and office set up. You will join as an employee of the business to begin with and then in 5 years time set up as self-employed, allowing you to officially take on the business and financially benefit from the recurring income.

From when you join, the owner of the client bank will introduce you to all the clients and start handing things off into your control. They have an office set up, but you will have the choice to work from home. What we're looking for is someone who can manage themselves, professional, ethical and of course, qualified.

The FUM is £30m. A large proportion of the clients are later life and retired and based in the Midlands area. The advice given is mainly around p.ensions and investments. Sound good, certainly would to me if I was a Financial Planner.

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