Chartered IFA

Chartered Financial Planner - London

Ref: 1092Tuesday 26 March 2024

£80,000 - £120,000

Are you a Chartered Financial Adviser that feels like your current firms offering is not allowing you to fully service your clients’ needs as you are unable to provide them access to the best products and investment offerings?

We are working with a boutique IFA firm that has built a technical back office team that prides itself on being able to offer cutting edge advice.  The senior team are looking to hire experienced Advisors to provide financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals resident in the UK and abroad.

 

Salary: £80,000 - £120,000 + Bonus & Benefits: Pension & Health Care Scheme

 

You will be accountable for dealing with clients that typically have in excess of £1Million of investable assets.  

Over a 3 year period your goal will be to deliver in excess of £400,000 in fees per annum through the firms existing clients, and professional introducers. To ensure that you are successful you will have full back office support from Technical Paraplanners, Admin and Marketing so that you can focus on Advising.

If you are able to bring substantial AUM with you the firm also have in place an equity scheme.

 

To be Considered:

Level 4 Diploma required, Chartered or close to completing preffered. 

Minimum transferable AUM of £30M

Experience providing complex Financial Planning

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