Job Description
This role is ideal for an experienced IFA looking to expand their client base and provide top-notch service.
You will be responsible for servicing your existing book of business, as well as attracting new clients through referrals and relationships. This will involve working with a diverse range of high net worth individuals, managing their wealth across various areas.
Your time will be focused on relationship management, ensuring the preservation and growth of your client base, while also acting as an ambassador for the company.
You will have the support of a paraplanner and administrator, who will handle paperwork and administrative tasks, allowing you to concentrate on delivering exceptional service and utilizing your market knowledge to benefit your clients.
Key Responsibilities:
* Servicing existing client base
* Attracting new clients through referrals and relationships
* Managing client wealth across various areas
* Relationship management and client retention
Requirements
To be considered for this role, you must have:
* Diploma 4 qualification or higher
* Proven track record in relationship management, whole of market advice, and sales
* Passion for providing exceptional service and commitment to going the extra mile
Benefits
This role offers a highly competitive basic salary, pension package, and commission structure. You will have the opportunity to work with a reputable and stable wealth management practice, with a rare chance to be part of their exciting history.