Independent Financial Adviser

Financial Planner - North West London, London

Ref: 1503Thursday 22 February 2024


My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. 

The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer. Located near Swiss Cottage, this role offers an excellent opportunity for someone with a proactive approach to grow their book of clients.

- Provide expert financial advice and guidance to clients in line with their financial goals and objectives.
- Develop and maintain strong client relationships, ensuring exceptional service delivery at all times.
- Actively seek out new business opportunities and cultivate leads to expand the client base.
- Analyze financial information and market trends to recommend suitable investment strategies.
- Collaborate with other team members to leverage resources and enhance overall client satisfaction.

- Minimum 5 years of experience as a Financial Adviser.
- Chartered status is preferred but not essential.
- Proven track record of successfully managing and growing a client portfolio.
- Strong networking and business development skills.
- Excellent communication and interpersonal abilities.
- Sound knowledge of financial products and regulations.

- Competitive salary and performance-based incentives. Salary is dependent on experience, client following and qualifications but can be between £70K-£120K
- Access to a steady stream of referrals and leads from our established client base.
- Supportive and collaborative work environment. With Hybrid working options. 
- Opportunities for professional development and advancement within the firm.

If you are a driven and experienced Financial Adviser looking to take your career to the next level, we invite you to get in touch!

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