Independent Financial Advisor

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

Chartered Financial Advisor - Manage an existing client base

Manage a book of 70+ clients with AUM between £750k-£1.2m!

Hybrid Working

Marlow

£65-95k basic salary + revenue related salary increases / Bonus

My client are a long-standing Chartered Independent Financial Advice firm with offices based near Maidenhead. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections, and also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 20 year history in financial planning and have an established book of clients that continues to grow organically. In addition to this, they have 2 Advisors rapidly approaching retirement age, and with one eye on the future, they are looking to hire a Chartered Financial Advisor to take over a client base. This practice requires an experienced IFA who prefers to forego the sales element of IFA work by instead choosing to nurture and develop existing clients, overseeing their complete wealth management requirements, ensuring that their needs are met, and that they continue to use and recommend this company’s services.

This position is suitable for Financial Advisors who are interested in the service and technical side of the job, and commission heavy sales-based IFA roles that can be found out there. This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client’s best interests in mind. You will be provided an existing, current and ‘live’ client base to offer advice to, as well as being offered new clients to develop into new customers.

This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Planner who has the ability to nurture strong and ongoing relationships with their clients, and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business in the future.

The role requires and offers the following:

• An Experienced Financial Adviser (preferable Chartered or very close to gaining Chartered Status although not essential)
• Based within commuting distance of Marlow – 1-2 days home working
• You must hold your CAS status
• You will be allocated a bank of existing clients to manage
• Full market independent financial advice
• Any new business you can bring is welcomed, but is really not necessary

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you.