Manage an existing client base
Plus: revenue related salary increases + bonus
My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 40 year history in financial planning and have an established book of clients that continues to grow organically. This practice requires an experienced IFA who is looking to join a company whose focus is heavily on building personal and close relationships with their clients and nurture and develop new relationships with clients seeking unbiased recommendations and advice on their wealth portfolios. You will be overseeing their complete wealth management requirements ensuring that their needs are met, and that they continue to use and recommend this company's services.
This position is suitable for whole of market Financial Advisors with a proven track record of managing high net worth clients' wealth portfolios and who are interested in the service and technical side of the job. This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client's best interests in mind. You will be provided an existing, current and 'live' client base to offer advice to, with a view to growing and developing your client bank further. This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Planner who has the ability to nurture strong and ongoing relationships with their clients, and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business.
The role requires and offers the following:
- An Experienced Financial Adviser with Chartered status
- Based within commuting distance of Epsom
- You must hold the relevant UK Financial Planning qualifications
- Proven experience of managing high net worth clients and their requirements
- You will be allocated clients bank to manage, but will need to
- You will have experience in offering full market independent financial advice
- Any new business you can bring is welcomed
If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest please contact Ryan at Financial Divisions