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| Job Location | Congleton |
| Education | Not Mentioned |
| Salary | 60,000 - 80,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Succession planning. Its the buzz word of the moment. But are you benefitting from itAt 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 youll 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 wont be stuck for clients thats for sure.Its an attractive package (£60,000 - £80,000) especially given the ongoing fee situation. Validation is 3 x salary but theres enough ongoing to take care of that so youll be earning bonus in year one. Youll have full admin and paraplanning supporttoo so youll focus your time on clients.Clients are in Staffordshire, Cheshire, Greater Manchester and Merseyside with the office in Stoke. But youll plan your own diary and have a hybrid working pattern.Youll need to be an experienced planner, after all, youre 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.
Keyskills :
Financial PlanningWealth Management