My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Senior Independent Financial Adviser to join their dynamic team. While being Chartered with CII is preferred, it is not essential, Advanced level 6 diploma qualifications are required.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationships, with a client following preferred and be a strong business developer. Located near Swiss Cottage, this role offers an excellent opportunity for someone with a proactive approach to grow their book of clients.
- *Responsibilities:**
- Provide expert financial advice and guidance to clients in line with their financial goals and objectives.
- Develop and maintain strong client relationships, ensuring exceptional service delivery at all times.
- Actively seek out new business opportunities and cultivate leads to expand the client base.
- Analyze financial information and market trends to recommend suitable investment strategies.
- Collaborate with other team members to leverage resources and enhance overall client satisfaction.
- *Requirements:**
- Minimum 5 years of experience as a Financial Adviser.
- Chartered with CII is preferred but not essential, Advanced Level 6 diploma required
- Proven track record of successfully managing and growing a client portfolio.
- Strong networking and business development skills.
- Excellent communication and interpersonal abilities.
- Sound knowledge of financial products and regulations.
- *Perks:**
- Competitive salary and performance-based incentives. Salary is dependent on experience, client following and qualifications but can be between £80K-£90K
- Clients and access to a steady stream of referrals and leads from our established client base.
- Supportive and collaborative work environment. With Hybrid working options.
- Opportunities for professional development and advancement within the firm.
If you are a driven and experienced Financial Adviser looking to take your career to the next level, we invite you to get in touch!