Our client is an established IFA business which has grown through the successful development of professional introducers. A recent significant development has given them the opportunity to expand the business by providing their full range of services to the clients of a top 20 firm of Chartered Accountants.

They aim to offer a professional level of service for both individuals and businesses which is second to none. They are independent and provide a comprehensive appraisal, owner managed businesses, high net worth individuals and property buyers.

Many of their clients are introduced to them by other professional advisers, including Accountants, Solicitors, Stockbrokers and Property Agents. They therefore provide a personalised service for introducers to encourage a close liaison for the clients’ benefit.

In an ever more complex financial services market, our client employ dedicated individuals who have expertise in specific key areas – Investments and Financial Planning; Pensions and Employee Benefits; Business and Property Finance.

Their advisers, who have all attained AFPC qualifications, work in a team environment to offer fee based solutions to their clients. The advisers are highly proficient and experienced in understanding and creatively analysing clients’ needs, identifying the most appropriate solutions and providing an ongoing effective service.

Our client is offering an opportunity to work within a successful financial planning team in New Malden. The team consists of three other advisers, two paraplanners and three administrators.  You will report into and work with the Managing Director.

Criteria:

• Technically strong
• Sales ability
• Good communicator
• Experience of working with accountants
• Able to build relationships with partners of Kingston Smith (top 20 Chartered Accountants) to gain introductions to new clients
• Outward going
• Dynamic
• Not necessarily the finished article but keen
• Not essential to bring clients, but always an advantage
• Other offices include St. Albans, West End, and Redhill