Chartered Financial Advisor - Manage an existing client base
Manage a book of 70+ clients with AUM between £750k-£1.2m!


My client are 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 and some Protections, and also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 20 year history in financial planning and have an established book of clients that continues to grow organically. In addition to this, they have 2 Advisors rapidly approaching retirement age, and with one eye on the future, they are looking to hire a Chartered Financial Advisor to take over the client base of the retiring employees. This practice requires an experienced IFA who is willing to forego the sales element of IFA work by instead choosing to nurture and develop existing clients, overseeing their complete wealth management requirements, ensuring that their needs are met, and that they continue to use and recommend this company’s services .

This position is suitable for Financial Advisors who are interested in the service and technical side of the job, rather than the sales, and commission heavy sales-based IFA roles that can be found out there. This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client’s best interests in mind. You will be provided an existing, current and ’live’ client base to offer advice to, with very little pursuit of new business required.

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.

The role requires and offers the following:
•An Experienced Financial Adviser (preferable Chartered or very close to gaining Chartered Status although not essential)
• 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, but is really not necessary

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