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Independent Financial Advisor (IFA) to manage retiring Advisers client bank
Salary: £60,000 - £80,000 + Bonus and excellent benefits
An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in Southeast London. In this role, you will take over a client bank from a newly acquired office, manage existing clients, and proactively drive new business opportunities, from the existing clients. We are looking for a self-motivated, results-driven Advisor who thrives in both servicing existing clients and pursuing new business. You will be responsible for managing a substantial portfolio valued at circa £50m with access to a range of tools and resources to help you expand your client base and assets under management, this includes full Paraplanning support and on the job mentoring.
Your key responsibilities will include managing the client bank acquired from the newly acquired office, providing ongoing financial advice on protection, pensions, and investments. You will also be tasked with proactively generating new business by building client relationships through networking, referrals, and professional connections. The role requires expertise in wealth management, with a focus on clients with investable assets ranging from £200,000 to £1 million. Retaining and growing client relationships will be a crucial aspect of your role, as you identify new opportunities to offer services and increase assets under management. You will work collaboratively with a team of advisors and support staff to ensure high-quality service delivery, while utilising advanced technology, such as CashCalc and Curo, to enhance client interactions and optimise financial planning.
The ideal candidate will have a proven track record as a Financial Adviser, with experience in managing a client bank and driving new business. Strong interpersonal skills are essential, as you will need to build and maintain trusted relationships with clients. A proactive approach to business development and a strong desire to increase assets under management is key to success in this role. Experience in protection, pensions, investments, and wealth management is essential, along with a comfort in using financial planning software such as CashCalc and Curo. Ideally, candidates will be based in or around North Kent, Southeast London, or surrounding areas, with flexibility to meet clients in person when necessary.
In return, you will receive a competitive salary ranging from £60,000 to £80,000, depending on experience and performance, along with a bonus structure based on new business generation and assets acquired. A comprehensive employee benefits package, including pension and healthcare, is also offered, along with access to cutting-edge technology and a supportive team environment. Additionally, there is ample opportunity for career development within a firm focused on long-term growth and advisor success.
If you are an ambitious, proactive Financial Adviser with a passion for client service and business development, this is the perfect opportunity for you. Apply now to take the next step in your career!
