Financial Adviser

Integro Partners; East Midlands; Remote; GBP 40,000 - 50,000; Full time

Job summary

A multi-award-winning Wealth Management Firm seeks an experienced Financial Adviser to take over a retiring adviser's client book worth approximately £50 million in assets. This remote-working position is ideal for individuals skilled in managing High Net Worth clients, offering extensive support from a dedicated team and opportunities for career development.

Benefits

Large client bank to inherit

Admin / Paraplanning support

Exam support up to Chartered

Remote working flexibility

Qualifications

• Solid experience as a Financial Adviser within an IFA firm.
• Ability to manage High Net Worth clients with investments over £2m.
• Proven track record of client success.

Responsibilities

• Inherit and manage an existing client bank of circa £50m.
• Provide financial advice and support to high net worth clients.
• Collaborate with Paraplanning and Admin teams.

Skills

Client Management

High Net Worth Advisory

Investment Management

Education

Experience in Financial Advisory

Job description

Financial Adviser
Circa £40-50K+ / £100K+ OTE
Midlands / Leicestershire
Remote Working

Are you an experienced financial adviser looking to inherit an existing client bank?
Frustrated with working low level clients?
Wanting to work with more complex and niche products?
If any of the above are true, then get in touch

A London based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to inherit a retiring advisers book of circa £50m AUM (100 clients) based around the Midlands.

This individual needs solid experience of working as a Financial Adviser within an IFA firm, as well as the ability to demonstrate success in this position. As this is an opportunity to inherit clients, the firm need to ensure this individual can manage High Net Worth clients with investments in excess of £2m+.

You will receive Paraplanning and Admin support from their London and European team, including having Paraplanners attending meetings with you.

Reasons to apply:
- Large client bank to inherit (circa £50m).
- Admin / Paraplanning support
- Remote working around the Midlands area
- Exam support up to Chartered if required

If you are interested in joining a firm that can look after you, develop your skills and help progress your career, then this could be the role for you.