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Client-Focused Opportunity
Are you an experienced Independent Financial Advisor (IFA) or Financial Planner seeking a role that prioritizes client relationships over sales targets? Do you thrive in a holistic wealth management environment, offering truly independent, whole-of-market financial advice?
Our client, a highly respected Independent Financial Advice firm with a 30-year track record, is looking for a dedicated IFA to join their team. This is an excellent opportunity to work in a well-structured, client-first environment with exceptional support to help you grow your portfolio and provide seamless financial planning services.
Why Join?
? High-Quality New Business Leads - A valuable, established source of client referrals? Autonomy & Flexibility - Manage your diary and client relationships effectively? Hybrid & Flexible Working - Maintain a strong work-life balance while growing your career? Career Progression - Support towards Chartered Status and even Partnership? Full Paraplanning & Admin Support - Work alongside an experienced, long-established team? Whole-of-Market Advice - Access to multiple platforms and service providers
Your Expertise:
?? Level 4 Diploma in Financial Planning (Chartered Status or willingness to pursue is a plus)?? Proven experience in Private Client Wealth Management, with a holistic financial planning approach?? A strong relationship-builder, confident in advising and winning new business?? Ideally based within commuting distance of Esher, Surrey?? Any existing book of business is welcomed and generously rewarded
Areas of Advice:
?? Pensions & Investments?? Tax & Inheritance Planning?? Mortgages & Protection?? Wills, Trusts & Powers of Attorney
If you’re a client-focused IFA looking for an exciting, long-term career opportunity with strong growth potential, we’d love to hear from you!
?? Contact Ryan at Financial Divisions
