Financial Adviser

This Financial Adviser job provides opportunity to join a
growing IFA firm, actively undertaking acquisitions. They are seeking an
experienced Financial Adviser to join their team to onboard and takeover
recently acquired clients and help the business grow.

The business has undertaken two acquisitions recently and
are ready to go through the handover process with you. Your aim is to establish
excellent rapport and understand their current and future needs. Your priority
is on retention of client and identifying new business opportunities where
possible.

The first client meetings will be in-person to enable you to
build the strongest rapport, thereafter it will typically alternate between
in-person and remote meetings.

Alongside the acquired clients you will be taking over, our
client is seeking a Financial Adviser who can bring some clients of circa £5m+
FuM

You will receive back office support from their support team
consisting of Paraplanners and Administrators

Financial Adviser Requirements

• You must hold full Level 4 Diploma in Financial
  Planning or equivalent
• You must be a current Financial Adviser,
  confident in taking over and retaining acquired clients
• You should be able to bring / generate circa
  £5m+ of FuM
• This role will involve a reasonable level of
  travelling during the early, integration phase, which you should be comfortable
  with

The Company

This long established financial planning firm of nearly 30
years has recently undergone new management as a result of a recent
acquisition. The new owners are looking to build on the strong foundations already
laid out and develop the service offering to new and existing clients. Therefore,
this is an exciting opportunity to join as they enter their next chapter

Financial Adviser Benefits

• Salary in the region of £60,000 (+/-) with bonus
  structure
• The business is currently developing the
  remuneration, but would be happy to include mileage reimbursement at good rates
  or car allowance
• Alternatively, happy to consider self-employed
  option
• Mixture of working location with travel to see
  clients, working from home and visits to their offices

Location

Our client is open minded to consider Financial Advisers in:

• Hertfordshire (such as Rickmansworth)
• Surrey (such as Weybridge / Epsom area)
• Kent (such as Sevenoaks)

Call us now on 0208 0044 154 or click Apply

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