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This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.
Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent.
Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients.
You will receive back office support from their support team consisting of Paraplanners and Administrators
Financial Adviser Requirements
- You must hold full Level 4 Diploma in Financial Planning or equivalent
- You must be a current Financial Adviser, confident in taking over and retaining acquired clients
- You should be able to bring / generate clients to supplement the clients provided
The Company
This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter
Financial Adviser Benefits
- Remuneration to be discussed at interview
- Open to considering employed or self-employed options
- Mixture of working location with travel to see clients, working from home and visits to their offices
Location
Surrey / Kent
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