Job Information

Our client, a leading firm of Financial Advisors and Discretionary Wealth Management Advisors are seeking an Individual in the Hertfordshire area to service a substantial client bank.
They have 125 IFA’s fully supported by over 110 support staff in its Midlands based administration / paraplanning team who deal with increasing demands facing IFA’s.
The firm combine traditional independent financial adviser services with Discretionary Portfolio Management and Stockbroking, so that they can capitalise on investment opportunities and provide their clients with a complete range of investments and wealth management services.

You will benefit from the following:
• Benefit from lead generation
• Spending more time with your clients and less time on admin
• Earn more money and have a better work / life balance
• Write business without compliance hindrance
• Operate without sales targets and league tables
• Have access to efficient administrative, investment and technical support
• Benefit from in-house discretionary investment management
• Access to flexible buy-out options and exit strategies
• Excellent, approved, in-house training programmes with support towards Chartered qualifications
• Home based or Office based

This opportunity will appeal to an Independent Financial Advisor who perhaps has a client bank they want to keep or indeed someone who has a small practice who would welcome an injection of capital, Or a Banking professional with a limited client base. You must be Level 4 Diploma qualified and at least held CAS within the last 3 years.
Experienced in Financial Planning
Salary / OTE: Average Adviser OTE £60,000 and many earning in 6 figures