Independent Financial Advisor

Overview

2 days ago Be among the first 25 applicants

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

A highly respected, successful IFA practice in London have been acquired by a leading regional firm. As such, they are looking for an adviser to join them to take over an existing portfolio of HNW clients. There is c. £60m AUM to manage with most clients across all ages/life phases. Clients are broadly in the c.£300k plus space. All paraplanning and administration will be provided, allowing you to focus on provided exceptional client service.

Package

• You will receive excellent salary and earnings (over six figures), executive benefits and technical/paraplanning support.

The company

• London based owner managed business, with the backing of a regional powerhouse. Independent and Private client focused

The Role

• Portfolio reviews with existing clients.
• Working with the business owner to transition clients across.
• Identifying other needs for clients, as well as any referrals possible
• Maintaining up to date and compliant client files in conjunction with the technical team.
• Keeping up to date CPD
• Actively seeking out new client opportunities as required

The candidate

• Diploma Level 4 as a minimum, ideally working towards Chartered
• Ability to manage and maximise portfolios, in line with TCF and FCA requirements
• Knowledge of general planning and also ideally VCT, EIS and IHT matter.
• Use of Cash Flow modelling, ideally Voyant, would be beneficial but not essential

Next steps

• Apply with a CV to below email for confidential discussion and review of opportunity and process

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales
• Industries
• Financial Services and Banking

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