Independent Financial Advisor - Hertfordshire

Wealth Management
Ref: 519 Date Posted: Friday 23 Jul 2021
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The Principal/owner of a well established, directly regulated sole trader/boutique IFA practice wishes to retire in 2 years time. As such, a very rare opportunity to acquire an extremely profitable IFA practice has arisen on the Herts/Essex border.

The successful candidate will be employed throughout this period - salary up to £75K, depending on experience & qualifications. You will then work alongside the owner, with a view to buying the practice when the owner retires after 2 years.

Excellent, high quality client back, with around £55 million AUM.

Candidate profile:

  • experienced, well qualified IFA, ideally Chartered or close to achieving
  • experienced & knowledgeable in  IHT/Estate planning & Trusts
  • excellent relationship  manager
  • have superb presentation skills
  • be well organised & highly efficient
  • always have clients’ best interests at heart
  • have a real desire to run their own business