Potential for Partnership and Equity

Manage an Established Client Base with AUM between £750k-£1m

With flexible remote work

£65k basic + performance-related increases

We are representing a well-established Independent Financial Advice firm based in Croydon. With a 40-year history, they provide whole-of-market advice on Pensions, Investments, Tax Planning, IHT, Mortgages, Wills & Trusts, and Powers of Attorney, along with a comprehensive range of other services.

This role is ideal for an experienced IFA who prefers to focus on relationship management rather than sales. You will manage a book of 150+ existing clients, providing holistic wealth management, ensuring their needs are fully met and that they continue to use and recommend the firm’s services.

Key Highlights:

• Focus on nurturing existing clients
• Perfect for IFAs who value service and technical advice over commission-based sales
• Opportunities to progress to partner/equity holder within the business

Requirements:

• Experienced Financial Adviser, ideally Chartered or working towards it
• Level 4 Diploma in Financial Planning is essential
• Based within commuting distance of Croydon (1-2 days in-office, 3-4 days remote)
• Existing client bank provided to manage

If you are a career-minded IFA focused on holistic, client-first advice, this opportunity could be ideal for you. Interested candidates should contact Jo at Financial Divisions.