Financial Adviser Opportunity – Established Client Portfolio & Career Advancement
Are you ready to enhance your financial advisory career?
Join our prestigious wealth management firm as a Financial Adviser and take over a thriving, established client portfolio. This exceptional opportunity suits a motivated professional aiming for immediate impact and substantial earning potential.
Salary: Up to £45,000 basic, with ongoing earnings expected at £90,000+
Location: Wimborne
What We Offer:
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Established Client Portfolio: Approximately 130 clients, with total Assets Under Management (AUM) of £50M.
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High-Net-Worth Client Base: Clients typically possess a minimum of £120,000 AUM, with many exceeding £500,000.
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Strategic Partnerships: Benefit from established joint ventures with solicitors and accountants, ensuring ongoing high-quality client introductions.
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Full Administrative Support: Dedicated paraplanning and administrative resources, allowing you to concentrate on delivering exceptional financial advice and maintaining strong client relationships.
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Proven Investment Management: Conduct bi-annual client reviews, providing tailored investment solutions aligned with clients’ long-term financial objectives.
Candidate Requirements:
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Diploma-qualified in Financial Planning (or nearly completed)
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Proven experience in an Independent Financial Advisory (IFA) environment
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Exceptional relationship-building and client-management skills
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Ambition to grow professionally within a supportive, progressive environment
Why Join Our Team?
This unique position offers the immediate benefit of a robust, well-maintained client portfolio, ensuring significant earning potential and exceptional career progression opportunities within our dynamic, growth-oriented firm.
📩 Apply today to advance your career as a Financial Adviser!