Financial Adviser – Inherit a Thriving Client Book and Build Your Legacy
Are you a talented Financial Adviser ready to take the next step in your career? Join a highly respected London-based wealth management firm and take ownership of a well-established client book. You will inherit 80 loyal clients generating £400,000 in annual revenue from a retiring Financial Adviser, this is a rare opportunity to make an immediate impact and grow your portfolio further in a supportive, forward-thinking environment. This forward-thinking IFA firm provides full back office support with paraplanners and IFA administrators to assist with servicing your client base.
Why Choose Us?
- Immediate Impact: Take over a retiring Adviser’s client book and benefit from an established stream of revenue.
- Growth-Focused: Be empowered to develop and expand the portfolio with support from our business development and marketing teams.
- Industry-Leading Reputation: Join a firm known for its personalised financial planning and investment advice.
- Comprehensive Support: Enjoy dedicated paraplanning and administrative assistance, allowing you to focus on building relationships and delivering exceptional service.
What’s in It for You?
- Competitive base salary: £60,000 - 70,000 + Bonus opportunity to earn £90,000+
- Uncapped earnings potential through performance-based bonuses
- Private medical insurance and pension scheme
- Full support for ongoing professional development, including Chartered status
- Hybrid working model for a healthy work-life balance
Your Responsibilities
- Seamlessly transition and build relationships with 80 existing clients.
- Deliver tailored financial planning and investment solutions that meet individual client needs.
- Actively identify opportunities to grow the portfolio through referrals and business development.
- Stay informed on market trends and regulatory changes to provide informed, compliant advice.
- Collaborate with a team of specialists to deliver holistic, client-centric solutions.
What We’re Looking For
- Level 4 Diploma in Financial Planning
- Proven track record of providing advice to high-net-worth clients.
- Strong interpersonal and communication skills to build trust and long-term relationships.
- A proactive, entrepreneurial mindset with a drive to grow and develop the portfolio.
- Commitment to high ethical standards and client-focused service.
Take the Next Step in Your Career
This is your chance to inherit a flourishing client book and make your mark in one of London’s leading financial advisory firms. Ready to build on this solid foundation and create your legacy?
Apply today and take the first step towards a rewarding future.