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Financial Planning, taking over £52m of FUM from a retiring IFA

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 independent financial advisory 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 £52m 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 2022 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 pre and post retired clients, Senior employees, Directors and Business Owners. Full admin and paraplanning support is provided, leaving you to advise.

So, if you feel you have what it takes to take on and develop a large book of HNW clients from a retiring IFA then get in touch. No CV needed, just drop Ricardo Manouchehri a note, or contact him on 07432611690.

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