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- BRAND NEW ROLE - Financial Adviser
- Manage book of clients - £150k of recurring revenue
- City of London offices - hybrid role
- Whole of market Chartered IFA firm
- £60k - £65k - 1.2 x validation to earn bonuses in Year 1
A key client of mine who I have placed 10 staff with are a national Chartered IFA firm with over £10bn AUM across the UK. They have grown exponentially over the past 5 years with significant financial backing whilst also maintaining a very high level of client satisfaction. The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to families, retirees and some City professionals. They also manage the affairs of some elite sports professionals and public figures. Their clients hold anything between £300k - £10m of investable assets and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. The clients are fairly geographically spread across London and the home counties.
The London team has a large number of the most dynamic and high billing advisers across the business. The Director of the London office is looking for a Financial Adviser (with 3 years of advising experience) who can manage an existing book of business generating £150k in ongoing advice fees. The clients seek an ongoing service across pensions, investments, retirement planning, gifting advice, estate planning etc. The role would offer lots of flexibility to work from home and manage your own affairs once you are established and inducted. The successful candidate will be entrepreneurial, driven, capable of account managing some existing clients but also keen to grow the book of business and earn well from it.
- £60k - £65k basic salary
- 1.2 x validation in Year 1 + BIG bonus at 5-year mark
- Manage a book of clients generating £150k in revenue
- Hybrid role - City of London offices
Would this be of interest at all? get in touch with Peter at Financial Divisions.
