Employed Independent Financial Adviser (IFA), Client Portfolio

Employed Independent Financial Adviser (IFA), Client Portfolio, Astral Recruitment, Cranleigh, Surrey, UK, UK

Role Overview

Astral Recruitment is seeking an experienced IFA to join their Gatwick office. Our client, one of the largest Chartered IFA firms in the country, offers a full client portfolio with some great HNW clients and robust support systems including leads, paraplanning, and administrative assistance.

Responsibilities

• To manage and grow an existing client portfolio with high-net-worth individuals.
• To provide comprehensive financial advice and solutions to clients.
• To engage in lead generation activities to attract new clients.
• To collaborate closely with paraplanners and administrative teams for efficient workflow management.

Requirements

• A Chartered status as an IFA or equivalent qualification is essential.
• Minimum of 5 years' experience in the financial advisory sector, preferably within a similar role.
• Strong interpersonal and communication skills to effectively engage with clients.
• Proven ability to manage multiple client relationships and deliver high-quality service.

Working at Astral Recruitment

The opportunity comes with generous bonus structures, reflecting the firm's commitment to rewarding excellence. The benefits package is comprehensive, ensuring a supportive work environment for all employees. Located in Cranleigh, Surrey, UK, this full-time position offers stability and growth within a reputable organization.

Ready to Apply?

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