img
Permanent

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM Handover

St. Albans
money-bag 55000.00-55000.00 Annual
3115127371
Posted Yesterday

Independent Financial Adviser St Albans Circa £60,000 + Bonus £30m AUM HandoverA rare and genuinely compelling opportunity has arisen with one of the most well-regarded independent wealth management firms in the Home Counties.Due to a planned retirement, my client is looking to appoint an experienced IFA to inherit a substantial, loyal client portfolio with an AUM of approximately £30 million. This is not a cold start - you will step into a well-established book with strong ongoing advice fee income, quality clients, and full continuity of relationship.The FirmIndependent, ethical, and long-standing - this is a firm built on doing things the right way. They have a robust compliance culture, excellent infrastructure, and a genuine commitment to both client outcomes and adviser development. Full paraplanning and administrative support are in place, so your time is spent where it matters most: with clients.The RoleTake ownership of an inherited portfolio of approximately £30m AUMDeliver holistic, independent financial planning advice across a high-quality client baseBuild lasting client relationships and identify opportunities for further growthWork collaboratively with internal support teams to ensure a seamless client experienceMaintain up-to-date knowledge of regulatory requirements, market developments and product landscapeAbout You3 to 5 years'' experience delivering regulated financial adviceLevel 4 Diploma in Regulated Financial Planning as a minimumStrong client ..... full job details .....

Other jobs of interest...

Financial Divisions
WatfordYesterday
money-bag55000.00-55000.00 Annual
Financial Divisions
St. AlbansYesterday
money-bag55000.00-55000.00 Annual
Financial Divisions
LondonYesterday
money-bag55000.00-55000.00 Annual
Financial Divisions
Henley-on-thamesYesterday
money-bag65000.00-65000.00 Annual
Eden Rose
MarlowYesterday
money-bag50000.00-50000.00 Annual
Truestar Talent Ltd
LondonYesterday
money-bag75000.00-75000.00 Annual
Focus Search and Selection Limited
LondonYesterday
money-bag60000.00-60000.00 Annual
Resource Matters Ltd
EssexYesterday
money-bag70000.00-70000.00 Annual
Financial Divisions
Henley-on-thamesYesterday
money-bag65000.00-65000.00 Annual
Astral Recruitment
LondonYesterday
money-bag65000.00-65000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!