Independant Financial Advisor Roles, National Financial Advisor, Advisor Roles
£55,000 to £75,000 Per Annum
Full benefits package
Financial Adviser role - Central London
Our Client is a well established National IFA practice with an excellent reputation, offering wholistic more complex forms of independent financial advice to high net worth Clients. Our Client is looking for a well experienced Financial Adviser to take over and service an existing Client bank of about 150 top quality Clients.
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 etc, how they are doing in comparison to their financial aims and objectives and advise what ever changes may be needed. Most of the meetings will be on-line via Teams or Zoom and the role is very much home based but you can use their London office as well. You will get excellent back office support including Paraplanning. The package involes a basic salary of £55K - £75K negotiable plus on-going bonuses and great earnings potential
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.Basically they are looking for a really 'nice', self-motivated person.
For you - This is an 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 £95K+ pa. Go for it!!