Senior Independent Financial Adviser IFA - Altrincham, United Kingdom - Exchange Street Claims & Financial Services

Description

Someone like you has choices. You're a self-reliant senior planner who would be a success anywhere. But when it comes down to deciding which firm to choose, it isn't always an easy decision. Everyone talks a good game, but how do you know they deliver?
This is a firm with great retention on their planning team. In fact I placed two people with them 17 years ago and both are still there. They've also not needed to recruit externally for many years, instead filling positions from within.That speaks to a couple of things. One, it's a firm that nurtures and develops its staff. Great retention is indeed a great thing. Two, this isn't a business that's going to get caught out by succession planning. They've already coped with the loss of one senior planner and have a plan in place for another.
This plan extends to future leadership. A couple of planners are on a pathway to directorship as they plan for the retirements of directors.

This means that whilst things change the ethos stays the same and there won't be any nasty surprises about a business sale.
It also represents an opportunity for you.

If you're looking for a place of work where you're more than "just" a planner then this could be one for you.

They're open to moving another planner through to directorship meaning you'll have an increased say in strategy.

That ability to influence the direction of your firm is one that's hard to find but so fulfilling when you do.