Financial Adviser Vacancy - Fully Remote Role at Financial Divisions | Torre

Financial Adviser Vacancy - Fully Remote Role

You'll quadruple AUM by advising high-net-worth clients on complex financial and estate planning.
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Full-time

Legal agreement: Employment

Compensation
GBP80k - 80k/year
~USD108k - 108k/year
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Remote (for United Kingdom residents)
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Shared by
Cata Morales
1 day ago

Requirements and responsibilities


Manage a huge influx of business from partnership with accountancy practiceMaintain and grow relationships with a starting client bank of retirees and families (c. £10m AUM).Provide advice across pensions, investments, retirement planning, IHT, and estate planning needs.Focus on looking after clients and generate new business opportunities from the existing client bank.Meet clients who are spread across Hertfordshire, Bucks and surrounding areas and some in London.Handle client meetings for business owners seeking to exit from businesses worth millions.Full admin and paraplanning will be providedUtilize pooled admin and paraplanning support to focus on client service and business development.About the roleMy client are an established IFA linked to a large accountancy practice with offices in London and the home counties. They are seeking to recruit an employed adviser on a fully remote basis, with the expectation that you meet clients in person when required.You will be expected to be resident across Oxford/Hampshire/Bucks or similar (including Oxfordshire, Buckinghamshire, Buckingham, or Hampshire as some clients will wish to meet face to face). You may be expected to come to the Hertford office a few days per month.The financial planning arm of the business has c. £50m AUM and the Director feels this can be quadrupled very quickly with the amount of business they have coming in.An average client has £500k - £1m of invested assets, a few with significantly more.
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