IFA/Independent Financial Adviser (with client bank provided)

Financial Divisions
Guildford, UK
23 Jun 2019
01 Jul 2019
Contract Type
Full Time
IFA/Independent Financial Adviser (with client bank provided)

£40k-65k dependant on qualifications and experience

Financial Divisions are delighted to be supporting a very well established and rapidly growing Wealth Management firm in their search for an IFA/Independent Financial Adviser on an Employed basis.

The firm have been operating out of the UAE and are now recentralising the business back to the United Kingdom and are expanding into the advice for Expats.

The Clients will typically be returning to the UK from Europe, Middle East and Far East and tend to be high net worth individuals returning with a clutch of disparate investment types that they have accumulated off-shore. There will be 'soon-to-be' Expats preparing for overseas service, seeking to make arrangements for both home and off-shore finances and there is a growing number of European domiciled clients seeking UK/FCA quality advice.

The ideal candidate is an early career IFA/Independent Financial Adviser seeking rapid immersion into an existing pool of clients and happy to apply him/herself to a variety of situations. Experience with Drawdown, portfolio planning for income, Life cover and of EIS/BPR investments will be an advantage.

You will be working on some interesting and complex cases as you will be supporting ex pats who are coming back from a tax-free environment.

It is likely that for efficiency the Advice process will often be delivered via teleconference. However, round UK locations is also likely on a less frequent basis. Due to the development plans of the business, travel to European locations is a significant possibility.

Benefits include competitive salary, pension scheme, annual leave and a target related bonus, along with the supply of a client bank.

The Adviser will be supported by a Paraplanner and Administration support so good team communication skills will serve the candidate well.

For immediate consideration for the IFA/Independent Financial Adviser role, please send your CV

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