Chartered IFA - London Wealth Practice
An outstanding London based Wealth Manager is keen to appoint a suitably qualified IFA.
The ideal candidates will have to be good technicians and competent at leading client relationships and have a minimum of 5 year's experience in an advisory role.
This is a really important role and we are looking for someone who is hard working, presentable, articulate and who will fit into a highly motivated team and who delivers work to a high standard.
There is an existing client bank of around £300-£400k of recurring revenue for them to manage and they will also be expected to develop new client relationships. They should be Chartered and CFP or wishing to attain CFP.
This is an office based role. The majority of client meetings will be held in the office but the individual will also be encouraged to develop new client relationships either from new business leads or their own business development.
We are offering a package as follows:
Salary circa £70-£85k dependent on experience, knowledge and qualifications
Discretionary profit share and client introduction scheme
25 Days holiday plus Bank holidays and an additional day's holiday over Christmas period (ability to purchase additional holiday after probationary period)
5% additional salary to purchase own benefits
5% employer pension contributions (with employee contributions to match auto enrolment min requirements)
Apply to or contact John Heffernan Director of Coast Specialist Recruitment for full details.