Independent Financial Advisor (IFA), Tonbridge, Kent, £50k - £80k + Bonus
18 Days Old
Salary: £50,000 - £80,000 + Bonus (TBC, based on new business generated and assets acquired)
An exciting opportunity has arisen for an experienced and dynamic Independent Financial Advisor (IFA) to join a rapidly growing financial services firm in the heart of Kent. In this role, you will take over a client bank from a newly acquired office, manage existing clients, and proactively drive new business opportunities. We are looking for a self-motivated, results-driven advisor who thrives in both servicing existing clients and pursuing new business. Ideal candidates will possess a "hunter" mentality, driven by the desire to generate organic growth. You will be responsible for managing a substantial portfolio valued between £60-120 million, with access to a range of tools and resources to help you expand your client base and assets under management.
Your key responsibilities will include managing the client bank acquired from the newly acquired office, providing ongoing financial advice on protection, pensions, and investments. You will also be tasked with proactively generating new business by building client relationships through networking, referrals, and professional connections. The role requires expertise in wealth management, with a focus on clients with investable assets ranging from £200,000 to £1 million. Retaining and growing client relationships will be a crucial aspect of your role, as you identify new...
- Location:
- Tonbridge
- Salary:
- £50,000 - £80,000 per annum
- Category:
- Accounting & Finance