Servicing Adviser/IFA Client Bank Provided

Your new company
Due to retirement, an excellent opportunity has arisen within a well-established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients. Flexible working culture, advisers manage their own diaries.

Your new role
Client-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be provided. In addition to carrying out client reviews, you will also have ample opportunity to generate new business through referrals via existing clients, the firm's long-standing professional introducers and leads provided.
No requirement or expectation to bring own clients. If you do have clients to bring, these will be welcomed and ring-fenced to enable you to retain client ownership.

What you'll need to succeed
Solid advisory experience, good technical knowledge particularly in pensions and investments, ideally experience of advising higher-net worth clients and dealing with more complex areas of advice, strong relationship building skills.

What you'll get in return
Employed role offering a highly competitive package including generous basic salary, bonus and good benefits.A 6-figure income is realistically achievable.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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