Financial Planner

Description:

They're acquisitive, which along with promotions and retirements, leads to succession planning issues. That means they have sizeable, high quality client banks to pass on from several people in the next 12-24 months.

Allied with this is the fact that existing planners are at capacity. So not only will you inherit some of their clients as well, you'll have a free run at all new enquiries.

The extent and complexity of these client banks will be tailored to whoever joins them. So your specialisms, your interests and your capacity will be taken into consideration. This isn't a one size fits all environment.

And given these are planned successions, you can get a breakdown of numbers, business mix and profiles. And with that you can draw up a plan for new business opportunities.