About

Experienced IFAAre you are an experienced financial adviser, ready to move up to the next level of income and responsibility, in a senior role, offering stakeholder progression?Austyn Smith Associates Ltd, are an award-winning independent financial advisory firm, offering a fantastic opportunity to take control of your career.Offering responsibility for servicing and developing both new and established clients, we offer excellent potential to grow your business within the business, with the option to progress into the senior leadership team, helping build the infrastructure and operations team as we expand into an exciting few years.If you are an established adviser looking to more fully utilise your skills and experience, apply now and become a part of our success story About the RoleOur role is to help clients see where they need to go, develop a plan, and keep things on track.We embrace technology and offer complete back-office support, allowing you to manage your workload and provide an inclusive financial planning service.Responsibilities:Providing comprehensive financial advice to a portfolio of clients across investments, pensions, and protectionSetting up meetings and conducting in-depth reviews of client's financial circumstancesCompleting risk analysis, research, designing financial strategiesAssisting clients in making informed decisionsPromoting client referral, networking with other professionals and broader new business activitiesComply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interestsWorking on operational projects and company developmentThis role needs an experienced adviser seeking more challenge within a smaller, successful and growing wealth management practice. Altho