Chartered IFA — Holistic Wealth Manager (Hybrid)

Financial Divisions; Marlow; Hybrid; GBP 65,000 - 95,000; Full time

Benefits offered by this job

Hybrid Working

Job summary

Financial Divisions in Marlow is seeking a Chartered Financial Advisor to manage an existing client base. You will handle a book of 70+ clients with AUM between £750k-£1.2m, offering holistic, whole-market financial advice across Pensions, Investments, Tax Planning, IHT, Mortgages and more.

The role offers hybrid working and a base salary of £65-95k with revenue related increases and bonus. This opportunity suits an experienced IFA who can nurture relationships, develop clients, and work toward

Qualifications

• Experience as Financial Adviser with a focus on holistic wealth management.
• Ability to nurture and develop existing client relationships.
• Experience in providing whole-market independent financial advice.

Responsibilities

• Manage an existing client base of 70+ clients with AUM between £750k and £1.2m.
• Provide full market independent financial advice across pensions, investments, tax planning, IHT, mortgages, protections, wills and trusts.
• Oversee complete wealth management requirements for clients and ensure ongoing needs are met.
• Develop client relationships with a long-term view, with potential to progress toward chartered advisor status and partnership.

Job description

Financial Divisions in Marlow is seeking a Chartered Financial Advisor to manage an existing client base. You will handle a book of 70+ clients with AUM between £750k-£1.2m, offering holistic, whole-market financial advice across Pensions, Investments, Tax Planning, IHT, Mortgages and more.

The role offers hybrid working and a base salary of £65-95k with revenue related increases and bonus. This opportunity suits an experienced IFA who can nurture relationships, develop clients, and work toward