IFA
Looking for a financial planning role where client outcomes matter more than sales targets and KPI''s?A highly respected independent financial planning firm is seeking an experienced Financial Adviser to join its growing team. This is a rare opportunity to inherit an established client bank from day one while benefiting from a consistent flow of high-quality new client introductions.What''s on offer?Inherit approximately 30 existing clients (£10m AUM)Receive 2-3 pre-qualified client introductions every weekFull administration and paraplanning supportNo aggressive sales cultureProfessional, ethical and client-focused environmentLong-term career growth with a successful and expanding firmYou''ll provide holistic financial planning advice, build lasting client relationships and help clients achieve their financial goals while being supported by an experienced team.Level 4 diploma qualifiedCompetent Adviser StatusProven Financial Adviser/wealth management experienceStrong relationship-building and client management skillsLocal to Guildford and willing to be office basedIf you''re passionate about delivering exceptional advice and want to join a firm that values integrity, professionalism and long-term client relationships please contact me directly or apply via the link.Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on ..... full job details .....
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