An unusual role has arisen within a niche Wealth Manager/IFA.
If you scan through the usual elements of the position, e.g Providing independent Financial Advice planning to a range of private clients on their pensions, investment and protection needs, this role has more of a " warm. friendly and personable " feel to it.
As a Diploma qualified IFA, you will take responsibility for an initial book of clients, providing holistic financial advice across pensions, investments and protection planning. You will be expected to have some level of client following, but you will also receive qualified leads to expand your client base.
You will work alongside an experienced team, supported by strong operational, paraplanning and technological infrastructure, allowing you to maximize client-facing time while delivering high-quality advice.
Key Responsibilities:
*Providing regulated financial advice to private clients
*Managing and developing an allocated client bank
*Conducting client reviews and identifying planning opportunities
*Nurturing long-term client relationships
*Collaborating with paraplanning and administrative teams
*Supporting business growth through referrals and new client opportunities
The role is available immediately and offers a competitive basic salary/benefits etc.
Please apply in confidence for full details.