Chartered IFA

Chartered IFA

Chartered IFA

Kfs Recruitment

Reed

Egham, Surrey

3 hours ago

No application

About

Chartered Independent Financial Adviser (IFA)Location: Egham, Surrey (Hybrid/Flexible Working)Salary: Up to £90,000 Bonus Excellent BenefitsWe are proud to be working in partnership with one of Surrey’s most respected and long-established Chartered Financial Planning firms. This is a rare and exciting opportunity for an experienced and highly professional Independent Financial Adviser to take over an attractive client portfolio, following the planned retirement of a Director.This firm is renowned for its client-first approach, technical excellence, and the long-standing relationships it builds—many clients have been with the business for over 30 years. You will be joining a highly collaborative and supportive team, with a strong administrative and paraplanning infrastructure to help you focus on delivering outstanding financial advice.The Role:As a Chartered IFA, you will take over a high-quality portfolio of clients, including:High-net-worth and ultra-high-net-worth individuals with complex financial planning needs (some with assets up to £6 million)Long-standing clients with strong relationships built over decadesA steady stream of new business through referrals and professional introducersKey responsibilities include:Providing holistic financial planning advice, covering investments, pensions, retirement planning, and estate planningConducting regular client reviews and ensuring ongoing suitability of adviceManaging new business opportunities generated through referrals and existing relationshipsMaintaining the highest levels of professionalism, integrity, and client careAbout You:Chartered Financial Planner (or working towards Chartered status with a strong technical background)Pr