Independant Financial Advisor Roles, Salaried IFA, Advisor Roles
£60,000 to £75,000 Per Annum
Financial Adviser role in Swindon
Our Client is a well established IFA practice with an excellent reputation within the area, offering wholistic more complex forms of independent financial advice to high net worth Clients. They have a team of four well experienced Financial Advisers and are looking for an Adviser to take over and service existing Clients base.
What they are looking for is a Financial Adviser to take over a Client base that is currently generating £10K per month trail. So the role involves providing an excellent on going service for these Clients, meeting them and going through their current arrangments that they have with you, and fund performances, how they are doing in comparison to their financial aims and objectives and what advise what ever changes may be needed.
The chances are that many of these Clients may have additional needs, more monies to invest, or require additional advice that you can provide. Also this is where you will get referrals and personal introductions to other potential Clients.
What they are looking for
As the role involves servicing an existing top quality high net worth Clients, they are looking for a very experienced Financial Adviser who is an excellent communicator and has strong relationship building skills and show genuine empathy and understanding of their financial aims and objectives.rapport. Basically they are looking for a really 'nice', self-motivated person.
For you - This is a fantastic opportunity of working with a really nice group of people, in a very relaxed environment, offering a first class service to exisiting Clients with future earnings potential of £100K pa. Go for it!!