Financial Planner

3 weeks ago

Milton Keynes, United Kingdom Acquiring & Retiring Ltd ta IFA Recruiters Full time

One of the biggest complaints we hear as recruiters in Financial Services is the lack of opportunities to get in front of clients for Financial Advisers.

Well put simply, with this job you will be abundant with good clients to speak to as their Financial Planner.

My client is growing their wealth management business mainly through acquisitions but also through organic growth.

Having just completed their fifth acquisition in as many years they have a client base in Milton Keynes ready for someone to take over.

There is £50m in Funds under management with 150 clients to look after and £200,000 of recurring revenue. The main job is to make sure that the clients stay after the acquisition and feel comfortable with you as their new financial adviser. With 150 clientsas well odds are that you will have plenty of opportunity to help them out in additional ways from the advice they have already been given.

You will be given the freedom to work from wherever you choose, although if you wish it you will be able to work from their offices in Milton Keynes or the firms main base in London.

Submit your CV to find out more and we'll be in touch to have a confidential chat about the role with you and find out more about what makes you tick.

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