Recruit UK are representing an Independent Financial Planning firm who have formed over 20 years ago and have formed very strong, lifetime relationships with their partners, colleagues, and clients.
They don’t have external stakeholders to manage, which enables them to focus on what matters most to them which is protecting and nurturing their client’s wealth.
Their aim is to keep growing their business through organic client growth while also attracting new like-minded Financial Planners with loyal client bases.
They are looking for advisers who want to expand their current business, whilst having the support and infrastructure of a business who inspires growth and shares a vision where everyone benefits from this. A lot of their business comes from their strong network of professional connections and work closely with layers & accountants.
This is a very highly client-centric proposition with the average investable assets of the client being around £1million and would be willing to pay up to and over £100,000 for the right individuals.
If you would like to find out how this proposition could benefit you and your clients, get in contact with Daniel Nottage on 0117 9170 419 quote ref 22607