Financial Divisions
Independent Financial Advisor
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Chartered Financial Advisor - Manage an Existing Client Base
About the Role
Manage a book of 70+ clients with AUM between £750k-£1.2m!
Hybrid Working
Location: Marlow
Salary: £65-95k basic salary + revenue-related salary increases / Bonus
About the Company
My client is a long-standing Chartered Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on:
- Pensions
- Investments
- Tax Planning
- IHT
- Mortgages
- Protections
They also offer:
- Wills and Trusts
- Powers of Attorney assistance
- A string of other services
They have a 20-year history in financial planning and an established book of clients that continues to grow organically. They are looking to hire a Chartered Financial Advisor to take over a client base as two advisors are rapidly approaching retirement age.
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Role Details
This position is suitable for Financial Advisors interested in the service and technical side of the job, rather than commission-heavy sales-based IFA roles. This role will suit those who prefer offering complete, holistic wealth management advice, truly working with the client's best interests in mind. You will be provided with an existing, current, and 'live' client base to offer advice to, as well as being offered new clients to develop into new customers.
This role will lend itself to a career-minded IFA/Independent Financial Advisor / Financial Planner who has the ability to nurture strong and ongoing relationships with their clients and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business in the future.
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Requirements
- An Experienced Financial Adviser (preferable Chartered or very close to gaining Chartered Status, although not essential)
- Based within commuting distance of Marlow – 1-2 days home working
- You must hold your CAS status
- You will be allocated a bank of existing clients to manage
- Full market independent financial advice
- Any new business you can bring is welcomed, but is really not necessary
Contact
If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest, please contact Ryan at Financial Divisions via email at ryan@financialdivisions.co.uk.
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