Manage an existing client base
Manage a book of 100+ clients with average AUM £1m+
£100-120k basic salary + revenue related salary increases + bonus
My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 40 year history in financial planning and have an established book of clients that continues to grow organically. This practice requires an experienced IFA who is willing to forego the aggressive sales element of IFA work by instead choosing to nurture and develop a bank of existing clients, overseeing their complete wealth management requirements, ensuring that their needs are met, and that they continue to use and recommend this company’s services.
This position is suitable for Chartered Financial Advisors with a proven track record of managing high net worth clients wealth portfolios and who are interested in the service and technical side of the job, rather than the sales and commission heavy sales based IFA roles that can be found elsewhere on the market. This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client’s best interests in mind. You will be provided an existing, ...