Take over retiring advisor client Managing Existing Clients

Ideally 3 years of Advising experience required

Boutique, Established IFA firm

£50,000 - £65,000 (DOE),DIS, PMI & Pension). OTE £85k

Hybrid Role

A unique opportunity has risen for my client who are an independent wealth planning firm with offices near Denham in Bucks. They offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London. They consult on, investments, tax planning, cashflow modelling, retirement planning, and protections. They have very longstanding relationships with some of their clients. Experience with pensions on divorce is preferred.

They are looking for someone to manage and take over a retiring Advisor, the MD is ideally looking for a Financial Planner with ideally 3 years of advising experience who will be responsible for managing a portion of existing book of business. Client meetings are held in the office, away from the office and virtually. This is an exciting servicing role and will be suitable for a candidate who has a background in an independent wealth planning.

• Attractive benefits package and holiday allowance

• Manage existing book of business, generate new business

• Full administration and paraplanning support

If this role sounds of interest or any other positions, I am working on please get in touch with Sam at Financial Divisions.