Recruit UK are working with a highly successful and respected directly authorised advice firm based in Staffordshire who is looking to grow their financial planning team.
This is a financially secure organisation with a real passion for excellent client care through a truly holistic independent advice process. This company ensure they provide their valued clients with peace of mind that they have structures in place to support their desired lifestyle and future plans. They believe in a cradle to grave service and are trusted by their clients to manage all aspects of their finances.
The business is set up with a real emphasis on creating a comprehensive yet smooth approach to the individual client's requirements. They have a highly experienced and slick back office team who understand the importance of providing clients with comprehensive support in a timely manner.
The director and sole adviser have got to the point that they have reached capacity with the level of clients they can comfortably work with. This means they are now in a position to look at bringing in a second financial planner to the business to help service these clients and further develop the business.
In the longer term, they are looking to pass on their entire client bank in retirement. They are passionate that they will not sell their client bank to the highest bidder and that their clients remain with the business as a going concern.
These opportunities do not come around every day of the week, so if this is of interest please don’t hesitate to contact me to discuss.
The ideal candidate will be an experienced adviser.
They will be Chartered or en route to Chartered Status.
They will have a strong record of client care.
They will be looking for a long-term home.
For more information on this role, please contact me on email@example.com