Very straight forward and no nonsense! This firm have completed an acquisition and have too many clients they can handle, good problem to have of course. You guessed it, they are looking for an experienced Financial Planner to come in and take on a large book of clients, all of very good case size values.
You will have full autonomy over your diary, ability to work from home or the offices, along with full paraplanning and admin.
The business are a reasonable sized firm, big enough to offer the right structure to their employees, but keen to grow due to client demand.
This is once in a blue moon opportunity to come in, take on an existing book of business, put your own stamp on things by growing the book with quality and earn in excess of £100k. What's more, which we can discuss in more detail, is the opportunity to take a stake in the firm over time.
The role is employed and is offering a salary of up to £80,000 (DOE), plus bonus and benefits.