Manage an existing client base.

Manage a book of 150+ clients with average AUM £200k - £5m AUM

Salary up to £50,000 + revenue related salary increases - commission earned on existing business as well as new business! (Validation is 3 x salary)

My client is a Croydon-based independent Financial Advice firm. They provide advice across the whole market.

They have been providing financial planning services for 40 years, and their clientele is well-established and still expanding on its own. (If you enjoy the client facing part of the Financial Adviser role, but not the business development aspect, then read on, as this role will be responsible for managing circa 130 established clients. For this practice to be successful, the Independent Financial Advisor must have experience and be willing to forgo the sales aspect of IFA work in favour of nurturing and developing current clients.

You will be responsible for conducting the annual reviews and identifying any additional needs your clients or their immediate family may have supervising their entire wealth management needs, making sure that their needs are met, and encouraging them to continue using and recommending this company's services.

If you have at least one year’s practical experience of provided financial Advice, then my client would like to hear from you. They can provide full on the job training and support, to cover any gaps in skills or knowledge that you may have. To be eligible for this role, you will need to be at least Level 4 diploma qualified, and they will provide study support for you to gain your Chartered status.

My client is looking for a qualified professionals within Wealth Management looking for that next move, you will have Level 4 Diploma in Financial Planning and ideally Chartered.

This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Planner who can nurture strong and ongoing relationships with their clients, and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business.

What’s in it for you:

• Allocated clients bank to manage

• Full market independent financial advice

• Any new business you can bring is welcomed, but not compulsory

If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you. If this role sounds of interest, please contact Sam at Financial Divisions