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SalarySenior Financial Planner - Sussex based
Manage a retiring advisers' client bank
12 - 18 month hand over period with clients
£70k - £100k basic salary + bonuses
My client are an Independent Financial Advice firm with a presence across both East and West Sussex. I have placed a number of advisers into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also cover Wills and Trusts as well as Powers of Attorney. They have been operating for over 25 years and build an outstanding reputation with clients providing holistic financial planning and advice.
One of the longest standing Advisers has had a long illustrious career in financial planning and is looking to retire over the next 12 - 18 months. He has a client bank spread across the Sussex area which he wants to give to a new adviser. The clients are a mix of working professionals, wealth accumulators, business executives, retirees and families with between £100k - £1m to invest.
The offices and clients are spread across Sussex, so you realistically need to be based in this area and come to the office perhaps 2 days a week. You will benefit from full administrative and paraplanning support.
If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest or any other Adviser/Planner roles I am working on please get in touch.
