Chartered Financial Adviser

Chartered Financial Planner - City of London, London

Ref: 1569Tuesday 30 April 2024

£75,000-£120,000

Location: London Office (Hybrid Working TBC), Conveniently situated near Bank / Liverpool St area.

Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London. This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.

Key Requirements:

  1. Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.

  2. Business Driven with Genuine Enthusiasm: Must exhibit a strong passion for financial planning and/or family office planning.

  3. Proven Track Record: Ability to showcase a successful track record in the field.

  4. Self-Motivated Team Player: Capable of working independently while seamlessly integrating into both the London and wider Bristol teams.

  5. Client Following (Preferred): While not mandatory, a pre-existing client book is advantageous.

  6. Network and Connections: Valuable assets that contribute to success in the role.

Responsibilities:

  • Client Acquisition: A "hunter" mentality to develop and maintain strong client relationships while expanding the client base.

  • Client Delivery: Provide exceptional service and tailored financial solutions to clients.

  • Collaboration: Work closely with discretionary investment managers and other team members to ensure optimal client outcomes.

  • Specialisation: Ability to promote personal specialisation while also being a well-rounded financial adviser.

Preferred Specialisations: Estate planning, multi-generational solutions, or expertise in specific client demographics (e.g., IT professionals, medical professionals, business owners).

Package:

  • Competitive Salary Range: £75k to £120k basic, with an OTE between £80k to £150k.

  • Additional Benefits:

    • Performance-based Bonus
    • Pension Plan
    • Group Life Insurance
    • Group Income Protection
    • Medical Insurance and Cash Plan
    • Generous Holiday Allowance
    • Charity Day

Our Client values integrity, professionalism, and dedication. If you are a motivated and experienced Adviser looking to excel in a collaborative and supportive environment, we invite you to apply.

Note: Golden hellos may be offered for exceptional candidates with a strong following

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