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Financial Planner, taking over from a retiring IFA

Job LocationLeicester
EducationNot Mentioned
Salary60,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Im guessing this advert is sandwiched between two other ads that reads something along the lines of seeking an experienced Financial Adviser for an all-encompassing role for our innovative and ambitious client (what does that even mean) offering a competitivesalary and bonus structure. You probably gave that advert two seconds of your time and moved on, maybe you applied, maybe you didnt.Well this is not your bang average role advertised on behalf of a bang average firm. Now you are probably wondering how is this any different, correctShare two minutes of your time and I will explain. For starters you will take on an existing book of business working alongside a soon to be retiring IFA. Secondly, you will not only join as the sole Financial Adviser managing the Leicestershire patch, youwill be the will also be taking on 3 accountancy practices which will supply you with a strong source of leads and clients.Paraplanning and admin Yes, its all provided.So what is the catch The retiring IFA is keen to set off into the sunset therefore needs a quality IFA to handover to. The leads are not going to convert themselves either. So if you are up for taking on an existing book of business, following up on continuousleads and making a name for yourself, then get in touch and we can discuss further.Not to worry if you dont have an up to date CV. Lets have a discussion first and then you can decide if it is worth finding where you have saved your CV, brushing the dust off and getting it updated. FairThe salary is circa £60,000 plus bonus and benefits. Happy to break down when we speak. Contact Ricardo Manouchehri on .Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
IFAIndependent Financial AdviserFinancial PlannerWealth ManagerIndependent Financial Advisor

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