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Chartered Independent Financial Advisor -Manage an existing client baseManage a book of 130+ clients with AUM of £32m
My client are an Independent Financial Advice firm with offices in South Buckinghamshire. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 25 year history in financial planning and have an established book of clients that continues to grow organically. 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 to IFAs 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, but will also be encouraged to grow your client bank over the coming years.
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.
The role requires and offers the following:
• Based within commuting distance of Gerrards Cross• You must hold your Level 4 Diploma in Financial Planning• Preferably holding your chartered status (or close to it or willing to work towards it)• Allocated clients bank to manage and grow• 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
