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Financial Adviser

Integro Partners

London

Hybrid

GBP 60,000 - 100,000

Full time

5 days ago
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Job summary

A multi-award-winning wealth management firm in London is seeking an experienced Financial Adviser. You will inherit a client bank worth approx £10m and receive admin and paraplanning support. The role offers a competitive salary of £60,000 - £100,000, with an OTE of £150K+. Ideal candidates will have significant IFA experience and a drive for business development.

Benefits

Client bank to inherit
Admin / Paraplanning support
Exam support up to Chartered

Qualifications

  • Experience as a Financial Adviser within an IFA firm.
  • Demonstrated success in managing existing clients and winning new business.

Responsibilities

  • Manage existing client bank worth circa £10m in AUM.
  • Arrange networking events and produce marketing activity.
  • Develop business and expand client network.

Skills

Client management
Business development
Networking
Financial planning

Education

Chartered status or equivalent exams completed
Job description
Overview

Financial Adviser — £60,000 - £100,000 + commission | London | Hybrid / Remote working

Are you an experienced Financial Adviser looking to improve their earnings?

Frustrated with the level or volume of clients you current work with?

Wanting to work for a reputable firm with existing business development relationships?

If any of the above are true, then get in touch

A UK based, multi award winning Wealth Management Firm are on the lookout for an experienced Financial Adviser to join their already established team of 45 in the London office.

The preference is for this person to either already be Chartered or have completed additional exams towards this.

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 (circa £10m in AUM + additional added later), the firm need to ensure this individual can both manage existing and win new business.

They already have existing processes in place they use to arrange networking events, produce marketing activity and grow the network and clients for their advisers, which is something you would have access to from day 1.

You will receive Paraplanning and Admin support from their on-site team.

Reasons to apply
  • Client bank to inherit
  • Admin / Paraplanning support
  • £60,000 - £100,000 basic plus commission OTE is £150K+
  • Exam support up to Chartered

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

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