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Financial Planner - to £90,000 / succession planning

Congleton, Cheshire
£60,000 to £90,000
Job Type
1 Sep 2022

Succession planning. It's the buzz word of the moment. But are you benefitting from it?

At this firm you will. For you succession planning means taking over a sizeable client base from two retiring senior planners. It means enough ongoing advice fees to take you straight into bonus territory. And it means a thorough, planned handover.

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.

As for those numbers? Well, £30-40m AUM. £200,000 - £250,000 ongoing advice fees. 33% bonus after threshold.

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.

But you'll work for a business that has introducers and joint ventures galore. It has a Managing Director who is brilliant at winning new business. A great name in the region.

You won't be stuck for clients that's for sure.

It's an attractive package (£60,000 - £90,000) 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 so you'll focus your time on clients.

Clients are in Staffordshire, Cheshire, Greater Manchester and Merseyside with the office in Stoke. But you'll plan your own diary and have a hybrid working pattern.

You'll need to be an experienced planner, after all, you're taking over a large, HNW client base. But whether you see yourself as a hunter or a farmer, or a mixture of both, this business can accommodate you.

Feels like everyone is benefitting from succession plans but not you? Get in touch or click apply.

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  • Job Reference: 701512850-2
  • Date Posted: 1 September 2022
  • Recruiter: Exchange Street Financial Services
    Exchange Street Financial Services
  • Location: Congleton, Cheshire
  • Salary: £60,000 to £90,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent