IFA - Chartered practice

Exchange Street Financial Services
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

An established Chartered Financial Planning practice with an excellent reputation for the provision of bespoke, fee based, financial planning, our client is looking to expand its operation. They are currently seeking a high calibre adviser with similar attributes to the existing consultancy team.

The firm is a general practitioner and requires a new adviser who is capable of providing a service across all areas of financial planning for HNW individual and corporate clients. Whilst support can be provided by the highly adept management team in terms of developing new business, it is expected that any applicant will have an existing client base and recurring income/fees with funds under management in order to be considered.

This vacancy would therefore suit a dynamic, entrepreneurial and successful adviser looking to maximise their income, autonomy and standing within the industry as part of a growing, profitable firm. There is an emphasis on the team over the individual; advisers do not have set targets but rather work together as a unit to achieve the firm’s ambitions.

Applicants need to be Level 4 qualified as a very minimum (although it is expected that candidates will be nearing or at Chartered Status) and in a position to generate business from their own clients whilst working with the other Directors to develop further business. Ambition, proactivity and commitment are all highly sort after personal attributes.

Alongside a competitive package the firm are open to offering longer-term incentives to join such as equity/directorships.