Independent Financial Adviser - London

Base between 45 - 60k + discretionary bonus + benefits - Financial Advice
Ref: 30 Date Posted: Thursday 16 Nov 2017
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Independent Financial Adviser / Private Client Manager

London, or South East based

The role

You will be advising clients returning to the UK, mainly from Europe, on how to adapt existing financial arrangements to both the UK regulatory system and changing objectives.  You will work closely with their existing adviser in order to ensure the smooth transition and on-going management of the relationship.  Although there is no need for business development you will be expected to seek and obtain referrals.

The client operates an RDR compliant model for its UK and overseas operations and the business is expanding.

The individual:

  • You will be an experienced IFA, used to advising clients on a range areas, including returning, or moving to the UK
  • Dip PFS, CF30 and Statement of Professional Standing
  • Ability to service clients who have, or are returning to the UK from overseas jurisdictions, mainly Europe
  • The ability to travel within the UK, though this will be very limited
  • Work with the introducing adviser

Rewards:

There will be an attractive base salary, discretionary bonus and the opportunity to join an expanding business.