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Permanent

Financial Adviser - Client book provided

Cheltenham
money-bag 50000.00-50000.00 Annual
3086238722
Posted 3 days ago

A well-respected, growing and established financial planning organisation with multiple offices across the South West is seeking an experienced Independent Financial Adviser (IFA) to join their expanding team.This is an excellent opportunity to join a highly regarded firm with a strong reputation for delivering holistic financial planning to a loyal and growing client base. The business places real emphasis on long-term relationships, high-quality advice and providing a supportive, collaborative working environment for its advisers.The Opportunity You will inherit an established portfolio of AUM of c.£30m providing a strong foundation from day one. The focus of the role will be on delivering a high level of ongoing service to maintain and strengthen client relationships, ensuring excellent retention. There will also be opportunities to grow the client bank organically through referrals, by building trust and identifying additional planning needs within your existing portfolio.This is a client-facing role involving regular travel to meet clients at their homes or offices.Importantly, there is no requirement to bring an existing client bank. Key ResponsibilitiesProvide holistic financial planning advice to an existing portfolio of clientsBuild and maintain long-term client relationshipsConduct regular client reviews and identify planning opportunitiesWork closely with paraplanners and administrators to deliver a high-quality serviceGenerate new business opportunities through ..... full job details .....

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