Manage a book of 150+ clients with AUM between £750k-£1m!
Plus: revenue related salary increases + bonus
My client are an Independent Financial Advice firm with offices in Caversham, Reading. 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 sales element of IFA work by instead choosing to nurture and develop 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 to IFAs 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 out there. 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, current and 'live’ client base to offer advice to, with very little pursuit of new business required. This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Plann...