Financial Adviser Opportunity: Shape the Future of Wealth Management
Are you a dedicated Financial Planner looking to elevate your career with a firm that offers strong long-term prospects and an established client bank? We are partnering with a dynamic Independent Financial Adviser (IFA) firm that is redefining the landscape of financial services. With a proven track record of generating approximately £10 million in new business annually—primarily through client referrals and networks—this is an unparalleled opportunity to join a forward-thinking team.
About the Company:
Based in Kent, our client is an esteemed firm of Independent Financial Advisers and Wealth Managers serving clients across London and the South-East. Their approach is rooted in professionalism, sensitivity, and a deep understanding of each client's unique financial situation. As an independent, owner-managed firm, they take pride in offering bespoke financial solutions that are as individual as their clients.
Why Join Us?
- Competitive Salary: £70,000 - £80,000 per annum
- Client-Centric Role: Work with an existing client base, allowing you to focus on delivering value rather than building from scratch.
- Growth Potential: Be part of a firm that’s continually expanding through organic growth and strong client relationships.
Your Role:
- Conduct thorough financial assessments to understand clients' income, expenses, investments, and financial objectives.
- Develop and implement bespoke financial plans tailored to both short-term needs and long-term ambitions.
- Offer expert guidance on investments, retirement planning, tax strategies, and risk management.
- Stay informed about market trends, economic changes, and evolving financial regulations to provide up-to-date advice.
- Foster and maintain strong client relationships with regular communication and financial plan reviews.
- Collaborate with a team of professionals to deliver comprehensive, holistic financial advice.
What We’re Looking For:
- Proven experience as a Financial Adviser
- Diploma Qualified
Join a firm where your expertise will be valued, and your career will flourish. Apply today to be part of a team committed to excellence in financial advising.