Back to search
- Independent Financial Planner
- Based in Leeds or surrounding areas
- Manage existing clients and generate new business
- Up to £70k basic salary with bonuses on top
- 25 days holiday bank holidays and benefits
- Full Paraplanning and Administration support from a pooled team
My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with over a 10 year period. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK. They have ambitious growth plans to be the largest IFA firm in the UK with significant financial backing.
In their current setup they manage the affairs of clients with assets ranging from £150k - £20m. The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections, and some esoteric schemes such as VCT & EIS schemes. The top advisers are generating over £1m in fees per annum. They have very longstanding relations with accountancy and solicitor practices who refer business. The support team comprises of experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams. They have Admin and Paraplanning Managers who look after them so as an Adviser your focus can be on being client facing and generating new business and income for yourself.
The Managing Director is looking to recruit a selection of Financial Planners in various locations in the North of England including Manchester, Liverpool, Newcastle, Leeds who can manage a portion of existing client banks but with an emphasis on generating new business. This role will suit a candidate with 2 - 3 years of advising experience as a minimum but you MUST have your CAS and SPS signed off. You will be meeting clients face to face and virtually and be covering topics such as pensions, investments, tax planning, retirement planning, IHT, bonds, ISA's and the occasional VCT/EIS (but not extensively). Bonuses will be paid above a validation.
If this role sounds of interest or any other roles I am working on please get in touch.
