We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
Salary up to £32,000
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning.
I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser.
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos.
Their fundamental goal is to provide their clients with financial peace of mind.
Our client is a chartered status Wealth Management Business that was established over 40 years ago.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.