At a Glance
- Tasks: Provide independent financial advice to a high-quality client bank and grow your portfolio.
- Company: Established IFA firm with a friendly and supportive working environment.
- Benefits: Competitive salary, performance bonuses, and a solid benefits package.
- Other info: Great opportunity for both experienced advisers and those early in their careers.
- Why this job: Take over a well-cared-for client bank and make a real impact in financial planning.
- Qualifications: Proven experience as a Financial Adviser with strong client relationship skills.
The predicted salary is between 35910 - 43890 £ per year.
Your new company Due to retirement, an exceptional opportunity has arisen within a very well-established IFA firm for a Financial Adviser to take over a high-quality client bank.
The clients you will inherit have been well looked after for many years.
Very friendly and supportive working environment, advisers manage their own diaries.
Your new role Client-facing role providing independent advice across the full range of financial planning to an existing client bank, including wealthy higher net worth individuals, ensuring excellent standards of service continue to be provided and growing your client base.
Administration and paraplanning support provided.
What you'll need to succeed Proven experience as a Financial Adviser / Chartered Financial Planner, strong client servicing and relationship-building skills, business development skills, the ability to identify new business opportunities whilst ensuring clients are provided with advice in their best interests.
What you'll get in return Employed role offering a highly competitive basic salary, performance-related bonus for successfully growing your portfolio with financial recognition on both new business and recurring income, plus a good benefits package.
This is an excellent opportunity for either an experienced adviser or an adviser at the earlier stages of their career.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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