Are you an experienced Independent Financial Advisor looking to develop your career by joining an IFA firm, with its own investment proposition, clients available for servicing and excellent remuneration?
This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. With over 150 years’ experience combined from their Senior team, they are in a great position to continue developing the business.
Clients and business opportunities
Your main responsibility will be to deliver quality financial planning and wealth management to their existing clients. As part of your duties, you should look to uplift / enhance the clients servicing agreements, where appropriate. You shall receive some new clients from their dedicated lead generation. In addition, you should look to self-generate some new clients and identify new business opportunities.
Requirements to be considered
This would suit a Financial Adviser who has minimum 1 years’ experience of providing financial advice and looking to further develop their skill. You should be driven to succeed and have excellent relationship building skills.
Call us now on 0208 0044 154 or click Apply
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