Are you an experienced Financial Advisor looking to join a leading independent financial planning and discretionary wealth management firm and be provided with an existing portfolio of clients from retiring IFAs following an acquisition?
Founded in 2001, this leading independent, directly authorised wealth management firm has become one of the most successful Wealth Managers through organic growth and from acquisitions with invested assets in excess of £700 million under administration. The larger group is AIM listed and currently has more than 80 Financial Advisers with in excess of £3bn of AUI. Through their regional offices, and using the latest technology, they accommodate the differing needs of individual and business clients by offering face-to-face financial planning and wealth management as well as in-house Discretionary Investment Management
Clients and business opportunities
Due to being active in acquiring active client banks, they require home-based employed IFAs (in the locations listed below) to take over the existing client portfolios from retiring Advisers. Your role will be to work closely with the retiring Adviser to transition a smooth handover of relationships over the next 18 months. The portfolio will provide a great source of existing affluent client base for servicing and growth through new business and referrals. Using state of the art back office system and provided with paraplanning, administration and appointment making support from the head office team.
Requirements to be considered
You should be an experienced Financial Adviser with gravitas of working with clients from all walks of life including high net worth individuals. You should have good organisation skills to be able to work from home and meet clients in their own homes or businesses.
You should be level 4 Diploma qualified and preferably working towards Chartered status.
As clients are provided there is no requirement to bring clients with you, although you are welcome to do so.
- Basic salary of £25,000 to £40,000 dependent on experience & qualifications
- Excellent bonus structure on all initial business and will include recurring income after the acquisition transition is concluded
- Average OTE £60,000 with many Advisers earning in excess of £100,000
- Paraplanning, administration and appointment making will be provided
- Access in-house DFM services and operates a range of Multi Manager funds
- Ipswich/ Felixstowe
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