Employed IFA required Wealth Management IFA, Client portfolio

Astral Recruitment; Greater London; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading Financial Advisory firm in Sussex is seeking an experienced Employed Financial Adviser to join their successful team. This role offers a competitive salary of up to £65,000 along with benefits and bonuses, appealing to candidates with a strong background in managing High Net Worth clients. Enjoy a mix of home and office working while inheriting a robust client base to further develop.

Benefits

Flexible working arrangements

Bonuses based on performance

Professional development opportunities

Qualifications

• Must be a Level 4 qualified Adviser with experience.
• Proficient in managing High Net Worth (HNW) clients.
• Experience in financial planning and investment strategies.

Responsibilities

• Manage and advise High Net Worth clients.
• Develop and implement financial strategies tailored to clients' needs.
• Collaborate with team members and internal stakeholders.

Skills

Client Relationship Management

Investment Knowledge

Financial Planning

Education

Level 4 Diploma in Financial Advice

Job description

Our client is a successful and established IFA firm based in Sussex, currently seeking an experienced IFA to join their team.

This role is for an Employed Financial Adviser position with an award-winning Sussex-based IFA firm managing over £1 billion FUM.

We are looking for an experienced Level 4 Adviser experienced in dealing with HNW clients. The client is offering a base salary of up to £65,000, plus benefits and bonuses.

The role offers a mix of home and office working, with a strong client base to inherit.

For more details, contact Jason at Astral.