Are you an experienced Independent Financial Adviser looking for an exciting opportunity to work with an existing and varied client bank within a growing advisory firm?
As an Independent Financial Adviser, you will be responding to prospective client enquiries about financial planning products, including investments, pensions, IHT and protection. You will be provided with a frequent supply of clients including a number of the Principals HNW connections, undertaking their financial planning reviews, as well as identifying and managing new business opportunities. The reason for this position is because the business is thriving and not utilising their full lead potential so looking for an experienced Advisor to come in and help share the load.
You will have the ability to conduct appointments via Teams or face to face dependent on the client's preference. You will expect to receive paraplanning support as soon as your output warrants it which will enable you to have more time speaking to clients.Independent Financial Adviser Requirements
This firm are looking for a high calibre, self-motivated Financial Adviser with ideally 5 years' or more experience from an IFA background, who holds a Level 4 Diploma qualification. In addition, you should have strong communication skills, be able to explain complex information clearly and be keen to develop your career in Financial Services.The Company
Our client has been established for over 10 years and have a reputation for providing clients with a highly personal service that meets their needs. They develop dynamic financial strategies aligned to support the personal financial aspirations of each individual client, building long term relationships through their professional and friendly approach and are looking to recruit an additional Independent Financial Adviser to work with HNW clients.Financial Adviser Benefits
- This role will be a 50/50 split between office and home working.
- Salary of £35,000 plus quarterly bonuses
- OTE of £70,000+
- Commission / bonus structure to be agreed with the successful applicant based on targets
- They have prestigious London offices with excellent transport links close by
- You will be joining a successful team of c.14 individuals who enjoy sharing each other's success and foster a collaborative approach
- Encouragement towards further professional qualifications
Within commutable distance of their office in Central London so would suit someone based within the M25. Liability and Disclaimer
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