Are you an experienced Financial Adviser or IFA based in the South West?
We're partnering with a leading mid-sized IFA, offering a pivotal role within their dynamic team. If you're an ambitious Financial Adviser with 3-5 years of experience, driven by career growth and eager to make your mark, this opportunity is tailor-made for you.
This would suit a career Financial Adviser who thrives in a supportive, growth-oriented setting. This is perfect for individuals who excel in a client-centric environment. With a solid Paraplanner and support team in place, you'll have the freedom to focus on what you do best—building relationships with high-quality personal and corporate clients.
What sets this role apart?
You will inherit a high-quality client base, from a retiring Financial Adviser, situated in the vibrant Maidstone area. There is a fast-track career development program in place and the opportunity to progress to a board-level member of staff within 2-3 years.
Experience and Skills:
1. Hold a Level 4 Diploma or Chartered Financial Advice status.
2. Demonstrates robust product and technical acumen.
3. Boasts a strong business and professional network to drive client acquisition and retention.
4. Embraces a client-centric approach, committed to delivering outstanding service.
5. Exceptional interpersonal skills to forge genuine connections with clients.
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