Full employed package including salary, car allowance and bonus
Local back office and technical support team
Grade A client friendly central office
Realise value in your existing client relationships
Guaranteed 1st year bonus to support non-solicitation period

About our client
A friendly directly authorised financial planning business with a highly capable back office and compliance team.
My client is a trusted advice firm offering complete independent financial advice, tax planning and investment planning to private clients and business owners.

Role description

This is a unique opportunity for an established Senior Financial Planner / Adviser who wishes to realise value in existing client relationships within an employed package.
Receive a pre-agreed earn-out with the security of a salary and benefits package.
This is a unique opportunity that will also guarantee your current earnings in year one and support the novation of existing client relationships post any solicitation period.
Upon exit a pre-agreed value will be offered for clients on-boarded during time with the firm.
Day-to-day responsibility of delivering customer centric financial planning to new and existing clients.

Requirements
This opportunity will suit an established Financial Planner / Financial Adviser with strong client relationships / following.

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Your contact is Keith Enright
Idex Consulting

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