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Stevenage
Financial planner
Financial Planner

Financial Planner

Exchange Street Claims & Financial Services

Posted 15 hours ago, valid for 13 days

Stevenage, Hertfordshire SG2 7BG

£32,000 - £38,400 per annum

Full Time

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Sonic Summary

The business is seeking a level 4 qualified financial planner with current Competent Adviser Status to help drive its transition from independent to restricted advice.
The position offers a salary range of £60,000 - £75,000, with the potential for significant bonuses after the transition of clients is complete.
The planner will inherit a book of existing fee-paying households with approximately £21 million in Assets Under Management (AUM).
Candidates should be well-organized, driven, and willing to engage with clients primarily located in Hertfordshire and Bedfordshire.
This unique role provides the option to remain employed with a bonus structure or transition to a self-employed contract with favorable business splits.

Not everyone deals well with change.And at this business there is plenty of change. But for someone like you that brings plenty of opportunity.In the next few years they will transition from independent to restricted advice. That might not be music to everyone's ears but it's a tough environment for small firms and this transition has become commonplace.This process has now begun but the business needs a new planner to help drive it. As part of this you'll inherit a book of exisiting fee paying households with c£21m AUM. Clients have £75,000 - £200,000 invested and the feeling is that by switching them to a new platform they'll save on fees and get better performance.Your focus will be on meeting your clients and assessing their current portfolio. If it's in their interests to move that's what will happen. If not they won't and will stay as IFA clients.The signs so far though (two other planners have begun their process) is that the take up will be high and there are two ways you can benefit. The choice is yours.One, you join and stay as an employed adviser (£60,000 - £75,000), earning a significant bonus once the transition of clients is complete. There is a published matrix for this bonus so at interview you can see exactly what it will mean and how the word "significant" is apt.Or, you start off employed, forgo the bonus but the clients become yours. You'll then switch to a self-employed contract complete with fantastic splits on business and an exit strategy. This way you'll in effect end up running your own business.Given all this it's a unique job with unique rewards.As for support there's help with admin/paraplanning plus the "new" firm is well regarded for it's brilliant technology. You'll get to focus on what you enjoy - your clients. HERE'S WHAT YOU'LL NEED:You'll be a level 4 qualified financial planner with current Competent Adviser Status.You'll be open to working in a restricted environment. And given the timeframes you'll be well organised, driven and able to get out and talk to your clients.Clients are in Hertfordshire and Bedfordshire so you'll be in the region too. -----------------------------------------------------------------------------------------Change isn't for everyone. But there's opportunities for people who handle it well. That could be you.Click apply. Or if you don't have a CV send us a way of contacting you.Everyone will receive a response.

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