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- Financial Planner - Route to Directorship and Ownership
- Salary negotiable £80k + bonuses
- Boutique IFA firm - Offices near Maidstone (Kent)
- Manage a retiring adviser's book of clients (£250k of revenue)
- Plus manage some of MD's clients on top
- Hybrid working is available
My client are an independent wealth planning firm with their offices near Maidstone who I have placed staff with. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex, Kent and London. In their current setup they manage the affairs of c.400 clients (over £200m AUM) with assets ranging from £150k - £5m.The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning, protections and business sales. They have very longstanding relations with clients which stretch back 30 years and they refer to them lots of new clients (5 - 10 per week). The advisers are not targeted as they have such a strong belief in ensuring clients received the best service rather than stacking up AUM. The business has a support team comprises of an experienced Administrators & Paraplanners who are actively encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams.The Managing Director is creating a brand-new roles for Financial Planner who will manage some existing clients from a retiring adviser which generates over £250k of revenue. However the MD has too many clients are is looking to offset some of his 300 clients to a new adviser to manage. They are keen to recruit an adviser who is has been advising for at least 5 years and is either Chartered or on their way to Chartered. You will be keen to build relations with businesses and stakeholders across Kent and have a desire to broaden the reach and scope of the business further whilst also managing existing clients. If you aspire to have a Directorship position or run a business in the future then this is also possible. Salary: £80k (negotiable)Bonuses paid at 30% above x 3 validationBenefits: Pension, death in service, medical cash plan25 days holiday + bank holidaysFull Paraplanning and Administration supportIf this role sounds of interest or any other roles I am working on please get in touch.
