Independent Financial Advisor (IFA), £60k - £80k + Bonus - Southeast London - Hybrid
Independent Financial Advisor (IFA), £60k - £80k + Bonus - Southeast London - Hybrid

Independent Financial Advisor (IFA), £60k - £80k + Bonus - Southeast London - Hybrid

Full-Time 60000 - 80000 £ / year (est.) No home office possible
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Independent Financial Advisor (IFA) to manage retiring Advisers client bank Salary: £60,000 – £80,000 + Bonus and excellent benefits An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in Southeast London. In this role, you will take over a client bank from a newly acquired office, manage existing clients, and proactively drive new business opportunities, from the existing clients. We are looking for a self-motivated, results-driven Advisor who thrives in both servicing existing clients and pursuing new business. You will be responsible for managing a substantial portfolio valued at circa £50m with access to a range of tools and resources to help you expand your client base and assets under management, this includes full Paraplanning support and on the job mentoring. Your key responsibilities will include managing the client bank acquired from the newly acquired office, providing ongoing financial advice on protection, pensions, and investments. You will also be tasked with proactively generating new business by building client relationships through networking, referrals, and professional connections. The role requires expertise in wealth management, with a focus on clients with investable assets ranging from £200,000 to £1 million. Retaining and growing client relationships will be a crucial aspect of your…

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Independent Financial Advisor (IFA), £60k - £80k + Bonus - Southeast London - Hybrid
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  • Independent Financial Advisor (IFA), £60k - £80k + Bonus - Southeast London - Hybrid

    Full-Time
    60000 - 80000 £ / year (est.)
  • C

    Click To Hired

    50-100
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