Chartered Financial Planner

Chartered Financial Planner London (hybrid) Salary up to £130,000 (negotiable for top level applicants) Highly profitable client book to inherit Role: A Chartered IFA practice in London require an extremely experienced Chartered Financial Advisor to join the team You will inherit a high value client book that has been cultivated by the existing advisor for over 40 years Portfolio of 115 households with circa £100 million AUM You will provide exemplary service and work closely with the existing advisor to allow for a seamless transition You will also need the experience and gravitas to continue the close relationship with city based professional connections who have referred their clients to the practice for decades Salary is genuinely fully negotiable. If you have the skills, experience and profile to make this role a success you will earn extremely well both in basic salary and additional earnings. You: Must be level 6 qualified via the CII Be able to demonstrate a number of years experience providing high quality, technical advice to high net worth individuals and families Be able to gain the trust of, and cultivate relationships with, longstanding professional connections You will work in a high functioning, close knit team so a minimum of 2 days per week in the central London office is a must. Hybrid working is offered but this is not a home-based/remote role. This role is ideal for someone who sees their strength within client relationship management, offering a truly bespoke service across multi-generational families and retaining these clients…No new business requirements This is a truly Tier 1 Advisor opportunity in London. The role itself provides a client book of over £100 million AUM, the company are chartered and work to the highest levels of professionalism. They have invested heavily in new technology to improve the client experience and to allow the advisors to do what they do best You will have full admin, paraplanning, compliance operational support on hand in the office. Interested? Contact me for a fully confidential conversation where you can learn more 07407626734 or david.eldersidexconsulting.com

Location: London, GB

Posted Date: 1/10/2025