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My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer. Located near Swiss Cottage, this role offers an excellent opportunity for someone with a proactive approach to grow their book of clients.
**Responsibilities:**- Provide expert financial advice and guidance to clients in line with their financial goals and objectives.- Develop and maintain strong client relationships, ensuring exceptional service delivery at all times.- Actively seek out new business opportunities and cultivate leads to expand the client base.- Analyze financial information and market trends to recommend suitable investment strategies.- Collaborate with other team members to leverage resources and enhance overall client satisfaction.
**Requirements:**- Minimum 5 years of experience as a Financial Adviser.- Chartered status is preferred but not essential.- Proven track record of successfully managing and growing a client portfolio.- Strong networking and business development skills.- Excellent communication and interpersonal abilities.- Sound knowledge of financial products and regulations.
**Perks:**- Competitive salary and performance-based incentives. Salary is dependent on experience, client following and qualifications but can be between £70K-£120K- Access to a steady stream of referrals and leads from our established client base.- Supportive and collaborative work environment. With Hybrid working options. - Opportunities for professional development and advancement within the firm.
If you are a driven and experienced Financial Adviser looking to take your career to the next level, we invite you to get in touch!
