Financial Adviser: (IFA): Client Bank Provided
Your new company
Due to retirement, an exceptional opportunity has arisen within a very well-established IFA firm for a Financial Adviser to take over an existing client portfolio. The company has always provided a very personalised service, working closely with individuals, families, and local Solicitors and Accountants to provide fully holistic financial planning.
Your new role
Employed role providing independent advice across the full range of financial planning to an existing long-standing client portfolio, many of whom are higher net worth individuals, to ensure excellent standards of service continue to be provided. In addition to servicing clients, you will be supported to grow your client base and be financially rewarded for your success. Administration and paraplanning support provided.
What you'll need to succeed
- Minimum Level 4 Diploma
- proven experience as a Financial Adviser
- strong client servicing and relationship-building skills
- business development skills
- the ability to identify new business opportunities whilst ensuring clients are provided with advice in their best interests.
What you'll get in return
Employed role offering a highly competitive basic salary, performance-related bonus for successfully servicing and growing your portfolio with financial recognition on both new business and recurring income, plus a good benefits package. This is an excellent opportunity for either an experienced adviser or an adviser at the earlier stages of their career.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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