A growing wealth management practice seeks an experienced IFA to join their team, servicing a client base with recurring income and handling new business through referrals.
The role involves relationship management, securing and preserving client contacts, and acting as an ambassador for the high-profile company. A paraplanner and administrator will assist with paperwork, allowing the IFA to focus on providing first-class service and market knowledge.
To be considered, applicants must be Diploma 4 qualified, ideally working towards Chartered status, with a proven track record in relationship management, whole-of-market advice, and sales.
They will be passionate, independent, and highly committed, willing to go the extra mile. In return, they will be offered a competitive basic, pension, and commission package.
This is an exciting opportunity to join a reputable company at a significant moment in their history.