Chartered Financial Planner

2 weeks ago

Cannock, United Kingdom Exchange Street Claims & Financial Services Full time

Succession planning. It's the buzz word of the moment. But what does it mean to you?
**At this IFA firm it means taking over a sizeable client base from a senior planner. It means enough ongoing advice fees to take you straight into bonus territory. And it means a thorough, planned handover from someone who will then exit the profession.**With a planned succession like this you can get a breakdown of numbers, business mix and profiles. And with that you can draw up a plan for new business opportunities.
But here the main focus is on retaining a loyal client base through what will be a time of change for them. Do a good, thorough job of that and the new business takes care of itself.
**It's an attractive package (c£65,000) especially given the ongoing fee situation. Validation is 3 x salary but there's enough ongoing to take care of that so you'll be earning bonus in year one. You'll have full admin and paraplanning support too soyou'll focus your time on clients.**Clients are mostly in the local area and many of them are happy to visit the offices.
You'll need to be an experienced planner, after all, you're taking over a large, HNW client base. And it's a Chartered practice so you'll be level 6 or very close to.
**Feels like everyone is benefitting from succession plans but not you? Get in touch or click apply.

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