Independent Financial Adviser

1 week ago

Essex, United Kingdom Financial Divisions Full time

Are you a Financial Planner with an extensive background in private client wealth management? Are you looking for a new opportunity in a boutique IFA firm but with the opportunity to step into a more senior position in the business in the future? This IFArole will involve the management of an existing portfolio of clients, and new business brought in by the team. You will not be expected to perform business development functions. My client, are an independent wealth planning practice with satellite offices across the southeast of the UK but it has it’s main offices based in Bishops Stortford, Essex. The business has been operating for nearly 15 years and they have an excellent reputationproviding the highest levels of financial advice to HNW private clients who are a mix of city professionals, retirees, accumulators, SME owners and families across Essex, Cambridgeshire and London. The average client has approximately £500k to and is receivinga holistic service across pensions, investments, tax planning, insurance and IHT planning. The advisers are supported by a highly experienced team of administrators and paraplanners as well as a dedicated Operations Manager and other support functions (suchas marketing and IT) We are working directly with the Founding Director to recruit for this role. Following continued organic growth, the 4 advisers are very busy at the moment and need to begin servicing the new clients on their books. A new role is being created for a FinancialAdviser to manage a portion of those clients as well as taking on a number of existing clients. You are of course more than welcome to drum up some new business and convert leads and referrals. The Director is seeking a personable, charming and forward-thinkingadviser who has a few years of advisory experience and is looking to service a existing bank of customers rather than aggressively seeking out new business. My client is looking for an adviser who can stay with the business for the long term and if it is ofinterest a route to becoming "Head of Advice" in the future. - Salary: £60k - £70k + Bonus - Hybrid working - 2 days home and 3 days in the office - PMI, Pension, 25 days holiday + 3 days Christmas 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 or any other roles, I am working on please get in touch. Contact Ryan Wootten at Financial Divisions with a CV to be considered.

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