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Financial Planner, £38m to take on & shares

Job description

A once in a blue moon opportunity……………….

Allow me to paint a picture so you can visualise what your next career move may look like with this Wealth Management firm. I am going to use the name Tim to keep things confidential and of course for GDPR's sake. Tim has been in the industry for over 30 years and has developed a large book of business to the value of £38m of FUM. Tim comes highly recommended by his clients who he has provided Financial Planning for individuals and business owners who value the impartial expertise, dependability and clarity.

What am I getting at you may ask? Well, Tim is retiring in the next 12 months and, as a result, we are seeking a senior Financial Planner to undertake a handover before taking over full responsibility for managing and developing the existing client bank.

You will be managing a book made up of complex cases, using cash flow at the heart of everything you do. The successful Financial Planner will have a genuine appetite to grow and develop the book in something much more.

The opportunity does not stop there. As you grow into the position and demonstrate capability, you will have a clear path to become a Director and support with the firms growth plans, and this will come with a healthy uplift on your remuneration. There is share options available that could be a life changing sum of money and the Managing Director is looking to reward the support and loyalty.

So, if you feel you have what it takes to take on and develop a large book of HNW clients, over time step up into a Director level role and take on potentially life changing shares, then get in touch. No CV needed, just drop Ricardo Manouchehri a note, or contact him on 07432611690.

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.