Independent Financial Adviser
Independent Financial Adviser
Location: South East London
MINIMUM REQUIREMENTS: Level 4 Diploma + Chartered or working towards
£Negotiable + Un-Capped Bonus + Benefits. OTE £100K+
THE COMPANY
Independent Financial Adviser - | South East London
Our client is a forward thinking and dynamic fee based independent wealth planner based in South East London. Their ethos is to build successful client relationships by developing trust, respect and understanding over a long period of time. Client/Adviser relationships work best when these components are in place and these elements are the foundation for any successful working relationships.
The firm’s roots began in 2004 and today they are highly skilled and experienced wealth management and financial planning consultancy. In 2010 they were awarded the coveted and prestigious ‘Chartered Financial Planners’ status in recognition to their standards and achievements.
The IFA’s offer financial planning and wealth management advice to HNW/UHNW private clients. The expertise of the firm can be found in the following areas: Wealth Management, investments, income tax planning, offshore tax efficient structures and pension planning. The IFA’s mainly deal with HNW/UHNW clients with average earnings and investable assets in excess of £100,000+.
THE ROLE
Working from the offices in South East London, the IFA’s offer all aspects of holistic financial planning: These services include tax solutions, investment ideas and retirement planning.
The successful candidate must have wealth management consulting experience, experience of true/genuine fee engagement, experience of wraps cash flow modelling and specialist advisory skills in a niche market (i.e. trusts, pensions divorce, personal injury, IHT etc).
The successful candidate must bring over a transferable client base with AUM of around £10m and any professional connections. Full Para planning and admin support will be provided to the IFA’s.
You must be fully Diploma qualified and working towards Chartered Status. You should currently be working within a professional IFA environment, with a proven track record in providing clients with fee-based advice and have written fee income in excess of £150,000+.
The successful individual will have experience in dealing with HNW clients and be technically competent in all areas of financial planning.
Minimum Requirements:
*Level 4 Diploma in financial Planning
*Working towards Chartered Status
*Working in a professional IFA environment
*Operated in a fee based environment
*Proven track record of generating £150,000+ in fees
*Able to bring transferable client base
*Strong track record of achieving targets
*Good compliance track record
The Benefits:
*Bonus Scheme
*Pension Contribution
*Private Medical Insurance
*Free Life Assurance Scheme
*Holidays
*Laptop
*Company Phone
*All expenses paid
Leave a Reply
You must be logged in to post a comment.