IFA

This wealth advice firm with many HNW clients prides itself on providing an exceptional bespoke client experience.  They are offering a basic salary of £60,000, quarterly bonus and a benefits package including share options.

This company has a huge amount of HNW referred clients for you to work with. This is a fantastic opportunity for a hard-working Financial Adviser who wants to really build something, but with the safety net of being employed. This client is committed to providing the very best possible service to their clients and a flexible and supportive working environment. 

If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking wealth management company, then this is the role for you! You’ll be providing holistic, financial advice solutions with an unlimited earnings potential, and you will be provided with great support.

Does this describe you? 

• Self-motivated, efficient and forward-thinking Financial Adviser
• Enjoys optimising HNW referred clients
• Professional, proactive, and a positive attitude, with an ability to multi-task
• A friendly and outgoing demeanour
• Highly client focused, with analytical thinking and highly developed interpersonal skills
• A minimum of two years in regulated Financial Advice
• Diploma qualified

Your role: 

• Developing a sustainable business model for the provision of advice to clients
• Providing financial advice to clients on a range of financial planning solutions
• Actively seeking and identifying new financial planning opportunities with clients to generate new business
• Enjoying building and maintaining business relationships with professional connections
• Meeting and exceeding agreed income and quality control targets
• Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated Financial Adviser to join a growing organisation who will offer a excellent earnings and a very high number of HNW referred clients. This is a place where a great Financial Adviser can truly thrive!