An opportunity has arisen for an experienced financial adviser to join a successful IFA practice in Hamilton to take over an existing large portfolio.
One of their most successful advisers is retiring but will be on hand to transition the clients to you over the next few months.
The client bank includes a number of UHNW clients, making it an interesting and diverse portfolio.
In this role, you would be servicing, retaining, and developing relationships through genuine care, providing exceptional advice, and gaining referrals to grow further.
The firm has an excellent back office team to handle all reports and compliance matters.
We are seeking an adviser with several years of experience, focused on client retention and generating referrals.
This is a salaried position with a full bonus package on top of a generous basic salary.
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