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Financial Adviser - Work on an existing Client bank

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Financial Adviser - Work on an existing Client bank

North London

£60k - OTE £90,000 Year 1

Financial Divisions are currently working with a firm based just North of London’s central area Zone 1 that are a successful and profitable IFA providing a comprehensive financial planning and discretionary management service to clients providing investment advice, pension and inheritance tax and estate planning to both corporate and individual clients.

The firm have a bright and fun team, with a strong belief in servicing clients to the highest level. The firm are seeking a Financial Adviser to become part of the team due to continued growth. The successful candidate will take over a desk that is currently producing in excess of £200k in fees annually from a HNW group of clients.

You will be expected both to service the current client base whilst generating new business, the development of business introducers as well as moving clients into the Discretionary Service.

You will need to be experienced in all areas of financial planning and have the objective of becoming Chartered within two years. This is a superb opportunity for an IFA to capitalise on an existing client and provide a true holistic service to clients with an average of £1million under management.

For further information please contact Mark Flannery at Financial Divisions

Reference: 34396755

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