My client, a small and agile financial advisory firm that has built a great reputation in the market, is looking to recruit an experienced and motivated Financial Advisor following the acquisition of another IFA practice.
This company is rapidly expanding, it has a team of approximately 20 talented individuals working within its Hertfordshire offices. Its aim is to build and maintain long-term and trusted relationships with its clients to meet their financial objectives. It has recently acquired an IFA practice in the local market and therefore requires a Financial Planner to service this client bank.
You will be responsible for offering first class advice to existing clients, working with the retiring IFA through a handover/ introduction to said clients, being involved in contributing to the firm’s growth strategy by actively generating new business. You will be required to maintain strong working relationships and provide clients with the best possible advice to fulfil their financial needs. It is not essential, but would be advantageous if you have a transferable client bank.
You must be ambitious and want to take the next step in your financial services career, as it is looking for someone with the drive and the wherewithal to potentially take an equity stake in the business as part of its succession planning. You will be a top Advisor with a demonstrable track record, with experience of working either in an IFA or bank assurance firm.
There is a great amount of flexibility provided by this company, with the ability to work either from home or from the office, or a combination of the two (ideally you will be in the office at least once a week.) There is also flexibility in terms of package, with the option for employed or self-employed packages, or a combination of the two, with income guarantees – essentially creating a package to meet your requirements. You will be provided with excellent support through its very effective Marketing & Events Team, which is focused exclusively on lead generation for Advisors. You will also be given access to the existing client bank. You will be provided with annual and quarterly business planning support, as well as individual mentoring. It will support you to win ‘big deals’ and ensure that these are processed efficiently and effectively. All the support provided will enable you to focus all your time on clients.
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