Manage an existing client base
Manage a book of 70+ clients with AUM between £750k-£1.2m!
Hybrid Working & Excellent Package
£70-85k + revenue related salary increases / Bonus (OTE £110K+)
With premises close to Maidenhead, my client is a reputable chartered independent financial advice firm. They provide market-wide guidance on investments, pensions, tax planning, IHT, mortgages, and certain protections. They also help with wills and trusts, power of attorney support, and a host of other services. They have been in the financial planning business for 20 years, and their clientele is still growing naturally. Additionally, they have two advisors who are quickly reaching retirement age, and they are looking to hire a Chartered Financial Advisor to take over the departing employees’ clientele. An experienced IFA who is prepared to forgo the sales component of IFA is needed for this practice.
This position is appropriate for Chartered (or Fellow) IFAs who prefer the technical and service aspects of their work over the sales and commission-heavy sales-based IFA positions that are available. Those who enjoy providing comprehensive, all-encompassing wealth management advice while genuinely considering the client’s best interests would find this position ideal. There won’t be much need for you to pursue new business because you will have an existing, current, and "live" clientele to advise.

The role requires and offers the following:
•An Experienced Financial Adviser (preferable Chartered or very close to gaining Chartered Status)
• Based within commuting distance of Maidenhead - 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

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 Sam at Finance Division.