Financial Planner
hace 3 días
Bromsgrove
Salary up to £75,000 + Company Car + 30% Bonus on Business Written Home-based with face-to-face client meetings across Cheshire | Office access available Take over an established client bank from a retiring adviser This is a rare opportunity to step into an existing book of business from a retiring adviser, rather than starting from a standing start. Every client in the bank holds a minimum of £250,000 in assets, giving you an immediate, high-quality foundation of relationships, recurring work and referral potential from day one. Our client is a respected, independent, whole-of-market financial planning firm with a strong reputation for client-centric advice. They are growing and want an experienced adviser who will look after these clients properly, deepen the relationships and use the book as a launch pad for a long-term career with the firm. • Basic salary up to £75,000, • Company car, • Bonus of 30% of business written, so your earnings grow as you develop the client bank, • An inherited client bank with a minimum of £250k AUM per client, • Full in-house support: paraplanning, administration and diary support, so you can focus on clients, • Genuinely independent, whole-of-market proposition with in-house platform and investment solutions, • Consultative marketing support and company lead generation to help you grow beyond the inherited book, • Clear long-term progression, including a buy-out route that allows you to realise the value you build, • Home-based working with access to office locations when you want them, • A culture built on ongoing learning, development and doing the right thing for clients, • Taking ownership of the inherited client bank and building trusted, long-term relationships, • Conducting in-depth reviews of clients’ circumstances, existing provision and goals, and delivering clear, comprehensive financial plans, • Keeping clients and professional introducers informed of product, legislative and market changes affecting their pensions, investments and plans, • Growing the bank through referrals, introducer relationships, networking, social media and the firm’s lead generation programme, • Meeting clients face to face at home, in their business premises or in the office, with virtual meetings where they suit, • Running client events and seminars where appropriate, • Following a structured advice process and maintaining accurate management information, • Diploma in Regulated Financial Planning (or FCA-approved equivalent) and current CF30 status, • Proven experience as an Independent Financial Adviser, • A client-first approach, with a polished, articulate manner, • Confidence managing and developing relationships with high-value clients, including business owners, professionals and retirees, • Comfortable using digital tools to communicate with clients, • Based within reach of Cheshire for client meetings Most adviser roles ask you to build from zero. This one hands you a mature, high-value client bank, a 30% bonus on what you write and a firm that will back you to grow it into a business of real long-term value. #J-18808-Ljbffr