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Financial Planner (Succession Planning)

Job description

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.

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.