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Financial Planning Candidates - for threesixty services

Candidate: 3927

Region: London / Kent

Title: Chartered Financial Planner

Qualifications: FPFS, STEP, Pension Transfer Specialist

Salary Expectation: £75,000 Basic + Bonus + Benefits

Notice Period: 3 months

Additional Notes

Manages £30m AUM from 170 clients, generating £180,000 recurring annual income; wrote £150,000 initial income in 2021 and sourced 100% of own leads. Experience working with a wide range of clients, including Lords, MPs, celebrities as well as senior executives of several pension schemes.

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Candidate: 12266

Region: London / Essex

Title: HNW Financial Planner

Qualifications: DipPFS, CFA Level 1, IMC

Salary Expectation: £100,000 Basic + Bonus + Benefits

Notice Period: 3 months + 6 month garden leave period. Restricted covenant begins from end of 3 month notice period. Believes that the 6 month garden leave period is not enforceable.

Additional Notes

Trusted Adviser to 48 families with a combined wealth of £60m providing Financial Planning and Investment Management as a combined solution. The average client size is £1.25m and has built long standing relationships.

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Candidate:17316

Region: West London

Title: Senior IFA

Qualifications: DipPFS

Salary Expectation: £80,000 Basic + Bonus + Benefits

Notice Period: 3 months

Additional Notes

Manages £51.5m AUM, having added £19m new AUM in an 18-month period since joining current employer in April 2020. Sources clients via several means, including running own successful networking group and a large introducer network of Accountants and Solicitors, presenting to large audiences of up to 120 face to face / 200 via webinar with a Corporate Consultant and is adept at generating referrals.

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Candidate: 3804

Region: West Midlands

Title: Financial Planner

Qualifications: DipPFS

Salary Expectation: £75,000 Basic + Bonus + Benefits

Notice Period: 3 months

Additional Notes

Managing £26m AUM from c. 85 households, generating £128,000 recurring annual income. Wrote £90,000 initial income / £5.5m new AUM in first year from a standing start and during COVID-19 (joined in January 2020). Experienced in providing advice on: Retirement Planning, Investment, Protection, Tax Planning, IHT, Tax Lead, and Trusts; an advocate for cashflow modelling.

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Candidate: 15530

Region: Bristol

Title: Chartered Financial Planner

Qualifications: APFS

Salary Expectation: £85,000 Basic + Bonus + Benefits

Notice Period: 3 months

Additional Notes

Risen through ranks with current employer since graduating from University; a strong track record in business development, adept at generating referrals and enjoys presenting at seminars to large audiences to increase reputation. Consistently writes between £95,000 - £120,000 initial income per annum and generates £150,000+ ongoing income from c. £25m AUM.

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Candidate: 17268

Region: Lincolnshire

Title: Senior Chartered Financial Planner

Qualifications: FPFS, Affiliate Member of STEP, Pension Transfer Specialist

Salary Expectation: £75,000 Basic + Bonus + Benefits

Notice Period: 1 month

Additional Notes

Employed by a profession practice firm to build and grow a financial planning division out of a newly established office; manages c. £40m AUM from 50 households, typically working with clients that have £300,000+ investable assets, although largest client has £6m. Wrote £140,000 initial income in first 12 months and £180,000 in 2020/21. Possesses a strong local presence, is a proactive networker and enjoys expanding network of professional connections including Solicitors and Accountants; adept at converting leads via referrals from existing clients.

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Candidate: 17593

Region: Berkshire

Title: Hybrid Financial Planner

Qualifications: DipPFS

Salary Expectation: £60,000 Basic + Bonus + Benefits

Notice Period: 3 months

Additional Notes

Provides financial advice both via telephone and face to face; manages £54m AUM from 230 clients and wrote £589,000 total fee income in last 12 months; undertakes c. 40 x annual reviews per month. Experience working with mass affluent and HNW clients, providing complex advice and supporting clients with DB Pensions. Undertakes the majority of own paraplanning and administration.

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