- Posted 13 March 2023
- Salary£70000.00 - £85000.00 per annum + equity, bonus and benefits
- Job type Permanent
- DisciplineFinancial Services
Financial Planner (Succession Planning)
Once in a blue moon opportunity, are you open to becoming a successor to a business owner?
To begin with, you will work with the business owner to take over the most wealthiest and complex clients so they are under your management. Once you are settled into the firm and taken on the MD's clients, you will then start to take on more responsibility and progress into the number 1 role.
The ideal candidate will be an experienced Financial Planner, with strong leadership skills and experience. This is an opportunity that comes up rarely, so if you are thinking about your next move, or tempted to have something firmed up for 2023 get in touch and we can discuss.
To start out with, you will be remunerated with a salary of circa £85,000 plus bonus, equity and benefits. However, your salary will increase as you start to take on more responsibility within the firm.