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IFA
Posted 3 days 14 hours ago by The Coast Partnership Ltd
An exceptionally well appointed and award-winning IFA practice based in Hertfordshire is keen to appoint an experienced IFA.
This is an opportunity to join a specialist wealth planning business that prides itself on professionalism, integrity, and long-term client relationships.
You will be supported by a highly experienced Technical Paraplanning and administration team, allowing you to focus on delivering outstanding, personalised financial advice and building strong, lasting client connections.
Duties will include
- Provide high-quality, independent financial advice tailored to each client's goals
- Build and maintain trusted, long-term client relationships
- Manage and grow a portfolio, with access to an existing client bank and new business leads
- Collaborate with paraplanners and administrators to ensure a seamless client journey
- Keep up to date with market, product, and regulatory changes.
The role is offered on a hybrid basis and comes with a comprehensive remuneration package. It is available ASAP.
The Coast Partnership Ltd
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