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Adviser jobs: Five firms searching for a new IFA
Which firms are searching for new advisers this week? Scroll through these positions available to see if any of them suit you.
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Malcolm Coury - MoneyWise
Position/s available Financial adviser/IFA
Location: Bournemouth and London
Qualifications required? Minimum level four and statement of professional standing.
Assets required? Yes, ideally £10 million plus (will consider less).
Why is your firm different? It's the relationships we forge, the knowledge we have and the principles we apply.
What is your plan for 2013? How does this hire tie into your plans? To strengthen our position as a leading provider of wealth management services in our local areas.
Adam Katten - NLP Financial Management
Position/s available: Experienced holistic advisers who are used to dealing with the affairs of high-net-worth clients.
Qualifications required? Diploma standard with the objective of achieving chartered status.
Assets required? Circa £25 million of transferrable client assets.
Why is your firm different?
Unique offering for advisers with client funds under management which provides a sound secure future for the adviser.
Access to high quality tax and accounting solutions, with both directors being chartered accountants, and through its close relationship with NLP chartered accountants.
Ability to advise clients who wish to direct their own portfolios.
Consistent returns provided by investment committee who have a clear objective to maintain low volatility.
Highly ethical organisation whose standards will not be compromised.
What is your plan for 2013? How does this hire tie into your plans?
To continue to build the assets under management by gradually acquiring IFA practices whose client proposition fits in with our own. To slowly expand the advisory team with highly qualified people. To develop further relationships with firms of accountants and solicitors.
Keith Hartland - Hart Financial
Position available: Wealth Planner
Qualifications: Diploma minimum
Assets required: Transferable client bank is desirable however not essential.
Why is your firm different? This is an excellent opportunity to join a firm of highly successful independent wealth planners based in Salisbury, operating across all spheres of financial services, to both private and corporate clients. The firm is fee based and fully retail distribution review compliant and is embracing the new era of greater professionalism. The objective for this role is to provide quality advice to clients, which will in turn support the continued growth of the business.
What are your plans for 2013? In 2012 we have spent a lot of time ensuring our systems and processes are robust. We are now looking to grow by recruitment and acquisition simultaneously, 2013 holds significant opportunity for the firm.
Position/s available: IFA
Qualifications required? Must either have a statement of professional standing or be sure of being able to apply for one before the 31 December.
Assets required? Whilst always welcome it is not essential to be able to transfer clients to us.
Why is your firm different? It's stable, has a 22-year history and is family owned, has a large, reactive customer base to contact with a view to providing some with a proactive service. Advisers are allocated a share of the fund based income/renewal commission where existing customers/clients are allocated to their account. We are an award winning IFA company with a good press profile and actively managed websites which produce a small but regular flow of new client enquiries.
What is your plan for 2013? How does this hire tie into your plans? We are in the process of joining the Best Practice IFA Group. This will enable us to remain independent post-retail distribution review, move to chartered status as a company and offer a discretionary service to overcome the high level of client contact normally required from using outsourced model portfolios.
JPA Financial Services
Position/s available: Adviser
Qualifactions required? Level four
Employed/self-employed? Self-employed. We are looking for an adviser that is well established, maybe who is part of a network and who is looking to go directly authorised. We are currently becoming directly authorised and we want other advisers who are looking to share costs and work in a more efficient way than networks.
Why is your firm different? Between the two directors, Jon Bresnan and Paul Towers-Evans, we have over 63 years experience.The client proposition is the most important thing to us, the relationship between us and our clients really is the be all and end all of our business. We’re boutique and work through word of mouth and reputation. We have an excellent location in Stourbridge.
What is your plan for 2013? How does this hire tie into your plans? In 2013 we hope to grow by four to six advisers. However, we don’t intend to get bigger than this. We think that small is beautiful and we want to remain boutique. We are careful about who we bring onboard as we want to remain a small specialist advisory firm.