Employed Qualified Financial Advisor- manage existing clients (£500k - 50m) - 5 years of advising experience required - Boutique IFA firm - Offices near Hemel Hempstead (Hertfordshire)- Salary: £65,000 - £80,000 & Bonus.
A unique opportunity has risen for my client who are an independent wealth planning firm with offices near Hemel Hempstead. They offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London. They do look after the affairs of international clients and Expats. In their current setup they manage the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m. They consult on, investments, tax planning, cashflow modelling, retirement planning, and protections. They have very longstanding relations with some of their clients stretching back 30 years plus.
They are growing organically via recommendation or referral and working with professional introducers. The Managing Director is creating a brand-new role for a Financial Planner with 5 years of advising experience who will be responsible for managing a portion of his existing book of business. Client meetings are held in the office, away from the office and virtually. This is a servicing role and will be suitable for a candidate who has a background in an independent wealth planning.
- Salary: £65,000 - £80,000 & Bonus
- Attractive benefits package and holiday allowance
- Manage existing book of business, No Sales
- Full administration and paraplanning support
If this role sounds of interest or any other positions, I am working on please get in touch - Sam Negbenebor.