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London, Greater London
Financial planner
IFA ( Employed) with Clients

IFA ( Employed) with Clients

Coast Specialist Recruitment

Posted 7 hours ago, valid for 3 days

London, Greater London EC2V7NQ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

A reputable Independent Financial Advisor (IFA) is seeking an experienced professional to manage an existing client bank from the principal Director/Wealth Manager.
The role involves servicing and expanding a large client base, supported by a small administration team in a collaborative work environment.
Flexible working hours are offered, allowing for a condensed workweek.
The compensation package includes a market-leading basic salary along with commission benefits and a genuine bonus structure.
Candidates must hold at least a Diploma and have prior experience as a Financial Adviser or Planner.

A highly reputable IFA with a 1st class reputation gained dealing with Wealthy HNW Clients are keen to appoint an experienced IFA.

The primary reason for appointment is to take ownership of an existing client bank from the principal Director/Wealth Manager.

There is a large existing client base to service and build upon, a small administration team and a collaborative and supportive approach to work. They operate a flexible working week with condensed hours.

In return there is a competitive package with a market leading basic salary plus Commission benefits and an achievable and genuine bonus structure which is aimed at rewarding the IFA / Financial Planner for the high level of service required.

This role is a genuine opportunity to assume greater responsibility and is for a driven, ambitious and experienced individual looking for the next step in their career.

You will be minimum of Diploma and have some experience as a Financial Adviser / Planner.

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