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IFA

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.