Financial Planner

You know you're a good Financial Planner. But how good could you become with the right mentor?

This business owner has helped one adviser grow their annual fee income from £75,000 to £368,000 in four years. Another has grown from £200,000 to £571,000 over the same period.

Now there's an opportunity for a third adviser to follow that proven model. And potentially achieve even faster growth.

You'll join an established Chartered IFA business specialising in financial planning for wealthy medical professionals. It's a close-knit business with an established flow of new clients, excellent support and a genuine commitment to independent advice.

The owner will work closely with you, sharing the experience and knowledge that has helped his other advisers become so successful. And with more resources now available to the business, there's every reason to be ambitious about what you could achieve over the next five years.

The firm has recently joined a national group as part of the owner's succession plans. It retains considerable local autonomy and its independent advice proposition, with the added benefit of a wider, experienced Midlands team and central support.

The owner will remain actively involved for at least the next three years.

PACKAGE

• Basic salary up to £70,000
• Discretionary annual bonus
• Annual salary reviews as your contribution grows
• Longer-term opportunities to move onto a more lucrative bonus structure as your client bank develops
• Pension
• Income Protection
• Critical Illness cover
• Death in Service
• 26 days' holiday plus bank holidays
• Sick pay
• Option to buy up to 10 additional days' holiday

LOCATION

Location is flexible for the right person, although Birmingham and the wider Midlands are particularly attractive.

If you're based in Bristol/Bath, Oxford, London/South East or even Cheshire/Manchester, the business can make that work too.

You'll have access to the Birmingham office, with remote working available if you're based elsewhere.

THE JOB

You'll pick up new enquiries generated through seminars, events, professional introductions and referrals. You'll also take on selected existing clients where capacity is needed across the adviser team.

The firm has built a strong reputation within its specialist market, giving you the opportunity to develop relationships with increasingly affluent clients.

The advice is broad financial planning, covering pensions, investments, protection and wider planning work. There are also some sizeable protection opportunities, with recent cases generating fees of £20,000 and £27,000.

You'll have paraplanning, administration, operations, client relationship management and marketing support. As your activity grows, further support can be added around you.

And the philosophy is straightforward. Put the client first, do proper financial planning and build long-term relationships. The revenue and the rewards should follow.

HERE'S WHAT YOU'LL NEED

You'll need to be a qualified Financial Planner or IFA who builds trust with clients and represents the business well with professional introducers.

Ideally, you'll have a few years' experience advising clients, backed up by evidence of developing relationships and generating business.

Chartered, or keen to become Chartered, would be ideal.

You don't need to bring clients. You do need to enjoy building relationships, following up warm opportunities and turning good client conversations into long-term planning relationships.

This isn't cold business development. It's making the most of the opportunities the firm is already creating.

And you'll need some ambition. Not necessarily to manage people or run a business, but to become a better adviser, develop an increasingly valuable client portfolio and see your contribution reflected in your earnings.

NEXT STEPS

Want to know more? Click apply.

No CV, no problem. Just send us what you have and we can deal with that later.

Everyone will receive a response.