Financial Planner IFA

Exchange Street Claims & Financial Services

Posted 17 days ago, valid for a month

Preston, Lancashire PR4 0AS, England

£25,000 - £50,000 per annum

Full Time

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Glass ceilings. It's not anyone's fault. You just sometimes outgrow the firm you've joined. And it's very common amongst planners towards the start of their career. They've had an opportunity, taken it, but have soon realised that if they're going to grow, they need to move on. Which is where this firm comes in. This is the type of business that people retire from, not leave.They're the financial planning arm of a sizeable Chartered Accountancy business. They're client rich and planner poor so need an additional adviser to join the firm. That means a client book with AUM/ongoing. It means an environment with HNW clients and complex cases. It means accountancy departments to pick up leads from. With a £4m turnover and less than 10 planners, this is an opportunity to not only move up a level, but move up two. Because this is the type of firm where planners retire from, not move from.And why else click apply? It's salaried with brilliant support from a team of administrators and eight paraplanners. It's a nurturing firm where they typically recruit from within so the training is excellent. You'll get access to complex cases. Bigger fees. Greater challenges. And you'll be in an environment where having Chartered status is the norm. HERE'S WHAT YOU'LL NEED: You'll need 2+ years post-CAS financial planning experience. You'll need to be ambitious. And you'll have the capability to develop relationships in-house. It's the ability to do that which will mark out a successful and very successful planner at this business. The firm has offices in Preston and Manchester so you'll need to be close to one of them so that you can build rapport with the accountancy departments. But they treat people like grown ups. If they didn't, people would leave, not retire.----------------------------------------------------------------------------------------Ready to smash that ceiling? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later. Everyone will get a response.

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