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Financial Planner - Succession Planning

Greater Manchester
c£60,000 + bonus + benefits
Financial Services
Financial Planner
Will your feet fit?

When a founder needs to pass on some of their clients there's big shoes to fill. Clients have been used to one person for so long and change isn't always welcome. As for the founder, these clients are long-standing and hard won. You want to be sure you've found the right person to pass them on to.

Which is where you come in.

This vacancy is driven by succession planning and business building. The founder needs to free up some of their time to focus on growing the company. With big plans/projects in place re business development the time to make that change is now.

You'll get something everyone craves - certainty. You'll get c£20m AUM held with c40 households, so you'll know what you're walking into. And as those numbers suggest, it's a good client book to take over.

The emphasis is on client retention. Many of them are still working though and that provides plenty of opportunity for new business both from them, but also referrals. A thorough, diligent planner can't help but increase AUM and ongoing.

There's also no validation. You'll get bonus as you bring in new business and increase ongoing. On top of a healthy starting salary (£55,000 - £65,000) that's very attractive.

You'll get the support of a paraplanner and an admin team. There's hybrid working. Plus it's a modern business that's a big believer in tech, so there's all the support and processes you need.


You will be at least level 4 qualified and have 5 years+ experience as a financial planner.

You'll inherit HNW clients so it's important you have experience of HNW cases.
And you'll have the confidence to take over from a founder.

You will also be a modern financial planner, good with tech and want to work for a small, boutique advice business.

Ready to try these shoes on for size, click apply.

Don't worry if you don't have a CV - just send us a way of getting in touch. We will be in touch to discuss your situation and this opportunity in more detail.