IFA Manager / Adviser position in Borehamwood
There is an opportunity for an experienced Financial Planner / IFA Manager to join a highly respected national wealth management business in their Borehamwood office.
This is a senior leadership position within a structured pod environment, combining client-facing financial planning with team leadership responsibilities. The role offers the opportunity to inherit an existing client bank while mentoring and developing a team of Financial Planners, Trainees and support staff.
The position is approximately 75% client-facing financial planning and 25% leadership and management.
Key Responsibilities:
Team Leadership & Supervision
Oversee advice quality
Conduct regular 1:1s, appraisals and performance reviews
Observe client meetings to ensure consistent high-quality advice delivery
Adviser Development & Mentoring
Coach and mentor Financial Planners and trainees
Support technical development and career progression within the team
Drive a culture of high performance and continuous improvement
Business Growth & Client Strategy
Manage prospect pipelines and contribute to growth initiatives
Work closely with operational and paraplanning support teams to ensure smooth client delivery
Client Advisory
Maintain a personal client book
Deliver complex, holistic financial planning advice across pensions, investments, protection and legacy planning
The ideal candidate will:
- Experienced as a Financial Planner (typically 5+ years)
- Ideally be Chartered or close to Chartered status
- Be confident working with high-net-worth and complex clients
- Have strong technical knowledge across holistic financial planning
- Be comfortable leading, coaching and holding advisers to high standards
- Demonstrate strong communication, leadership and organisational skills
What’s on Offer:
- Salary circa £80,000 – £90,000 base
- Uncapped bonus structure
- Inherited client bank from existing advisers
- Established team of technically strong Financial Planners
- Genuine leadership progression opportunity within a growing national business
- Private medical insurance
- Pension scheme
- Income protection
- Death in service cover
- Flexible benefits platform
- Hybrid working arrangement
This is an excellent opportunity for an experienced adviser looking to step into a genuine leadership role while still maintaining a strong client-facing presence #LI-LW1 #LI-hybrid