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.
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.
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.
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.
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.
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.
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.