Overview

Supporting Financial Planners and Paraplanners to accelerate their careers in London and the South East

North London

Hybrid / Home based

Up to £85,000 basic plus superb additional bonus potential, company benefits

Are you an experienced Financial Advisor (restricted or whole of the market both considered) based in the North London area and looking to accelerate your advisory career?

Would you be interested in inheriting a large number of established HNW clients?

Do you want full admin and paraplanning support utilising the most up to date technology and AI support to allow you to focus on what you do best?

An established IFA are looking for a Financial Advisor with an impressive track record to join their team to provide first class financial advice to a client base focused around the North London area

Ideally you will be level 6 qualified, or on the pathway to achieve this (however experience in the role will always be considered alongside qualifications). You must have broad product knowledge across Investments, Pensions, Protection, IHT and ideally trusts.

You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week. My client empowers you to be successful whilst ensuring the position has the autonomy for you to work strike an appropriate work/life balance.

An extremely experienced Regional Director will support you directly to allow you to perform to your best ability and achieve the success you are aiming for.

This is a superb opportunity with so many positive aspects to it and I would be keen to confidentially discuss these with you. Please apply or contact me directly for further information.

Responsibilities

• Inherit and manage established HNW clients with compliant, suitable financial advice across Investments, Pensions, Protection, IHT and trusts.
• Leverage admin and paraplanning support and the latest technology, including AI tools, to focus on advisory work.
• Collaborate with an experienced Regional Director to achieve performance targets and support career growth.

Qualifications

• Level 6 qualified or on the pathway to achieve this; experience in the role considered alongside qualifications.
• Broad product knowledge across Investments, Pensions, Protection, IHT and, ideally, trusts.

Employment details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance