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Exciting Opportunity for an Independent Financial Advisor (IFA) to Take Over a Retiring Adviser’s Client Bank!
Are you an experienced Independent Financial Advisor (IFA) looking for a thrilling new challenge? This is your chance to join a rapidly expanding financial services firm in Southeast London, where you'll manage an established client bank and take the reins from a retiring advisor. If you are a proactive, driven financial advisor with a passion for providing exceptional service and growing your portfolio, this could be the opportunity you've been waiting for!
In this exciting role, you’ll inherit a substantial client bank valued at approximately £50m, giving you the perfect foundation to build upon. You will not only manage these existing client relationships but also have the opportunity to grow your advisor business through proactive business development efforts. With the support of a strong team, cutting-edge technology, and comprehensive Paraplanning assistance, you’ll be fully equipped to succeed in this dynamic, client-focused role.
Key Responsibilities:
- Manage a substantial client portfolio acquired from a retiring advisor, providing ongoing, top-quality financial advice across pensions, protection, investments, and wealth management.
- Drive new business by nurturing client relationships, networking, and leveraging referrals and professional connections.
- Focus on growing assets under management (AUM) by identifying opportunities to expand the services you offer to your clients.
- Collaborate with a team of like-minded advisors and support staff to provide seamless, tailored financial solutions.
- Utilise advanced technology, including CashCalc and Curo, to enhance financial planning processes and optimise client interactions.
What We’re Looking For:
- A proven track record as a Financial Advisor, with experience in managing a client bank and successfully generating new business.
- Strong experience in pensions, protection, investments, and wealth management.
- An advisor who is client-focused, with the ability to build long-lasting, trusting relationships.
- Proficiency in using financial planning software like CashCalc and Curo to streamline and optimise your advice process.
- An individual based in or around North Kent, Southeast London, or the surrounding areas, with flexibility to meet clients in person.
What’s On Offer:
- Salary: £60,000 - £80,000, based on experience and performance.
- Bonus Structure: Performance-based bonuses for new business generation and assets under management.
- A comprehensive benefits package that includes pension, healthcare, and more.
- Cutting-edge technology and a collaborative environment to help you succeed in your role.
- Career growth opportunities within a firm that prioritises long-term development for advisors.
If you are an ambitious, results-driven Independent Financial Advisor ready to take on a new challenge, manage an exciting portfolio, and grow your business, this is the perfect role for you.
Apply now to take the next step in your advisor career!Email your CV to Laura at Financial Divisions to get started.
