Eden Rose
Principle Financial Adviser
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Job Ref
90500
Location
Borehamwood
Salary
£80,000 - £90,000 Per Annum
Employment Type
Permanent
Location: Borehamwood, Hertfordshire Type: Permanent Job #90500 Salary: £80,000 - £90,000 Per Annum
IFA Manager / Adviser position in Borehamwood
We are working with a highly respected, national wealth management business to recruit an experienced IFA Manager / Adviser to join their Financial Planning team in Borehamwood.
This is a senior leadership role within a structured “pod” model, responsible for managing a team of Financial Planners and trainees, whilst also looking after clients yourself (you will inherit clients).
75% client-facing financial planning & 25% team leadership and management
Key Responsibilities
Team Leadership & Supervision
Oversee advice quality
Conduct regular 1:1s, appraisals and performance reviews
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Observe client meetings to ensure consistent high-quality advice delivery
Adviser Development & Mentoring
Coach and mentor Financial Planners and trainees
Support technical development and career progression within the team
Drive a culture of high performance and continuous improvement
Business Growth & Client Strategy
Manage prospect pipelines and contribute to growth initiatives
Work closely with operational and paraplanning support teams to ensure smooth client delivery
Client Advisory
Maintain a personal client book
Deliver complex, holistic financial planning advice across pensions, investments, protection and legacy planning
The Ideal Candidate Will
Experienced as a Financial Planner (typically 5+ years) Ideally be Chartered or close to Chartered status Be confident working with high-net-worth and complex clients Have strong technical knowledge across holistic financial planning Be comfortable leading, coaching and holding advisers to high standards Demonstrate strong communication, leadership and organisational skills
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What’s On Offer
Salary circa £80,000 – £90,000 base Uncapped bonus structure Inherited client bank from existing advisers Established team of technically strong Financial Planners Genuine leadership progression opportunity within a growing national business Private medical insurance Pension scheme Income protection Death in service cover Flexible benefits platform Hybrid working arrangement
This is an excellent opportunity for an experienced adviser looking to step into a genuine leadership role while still maintaining a strong client-facing presence
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