Financial Services Jobs

Senior Financial Planner (inheriting MD's clients), Chartered IFA - Hampshire

Posted 1 month ago
Salary
£90,000/ANNUAL
Location(s)
South East
Type
Permanent

BWD are working on an exclusive basis with an exceptional, regional Chartered IFA firm in Hampshire who, due to the forthcoming retirement of the MD, are looking to hire a high calibre Chartered Financial Planner. With a genuinely client-focused, service-led approach, the firm has an impeccable reputation in the region with both their client base and professional connections. The business is extremely well run and clients exceptionally loyal. Fees are very competitive, and the ethos is very much clients first, profits second.

Refreshingly, against a back drop of mass consolidation in the market, the firm is fiercely independent and, true to their approach established over the last c40 years, look to 'pass the mantle' to the next generation of advisers within the business. Therefore you will not only benefit from inheriting a very large, high quality client base from the MD (over £100M AUA across 140 households, covering Investment, Pensions and Trusts), but will, in the future, have the opportunity to become part of the senior management team and an equity holder.

They are open minded in terms of the level of experience of the candidate, so long as they are at, or close to, CII Chartered Status and are technical, have strong attention to detail and share the firm's dedication to client service. 

This is a great role for someone either currently in a similar firm, or someone looking to move away from the corporate environment, into a firm where your voice will be heard and you can truly have a input. 

 

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