Our Client is a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to bring in an experienced financial planner, to adopt, look after and service an existing client bank that has been built up over a number of years, with a generally high net worth base of clients, with around 80-90 clients. Our clients main focus is on providing bespoke advice to High Net Worth clients and ensuring a consistent level of superb service, so the successful candidate will have to be of the highest calibre.
The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.
The client has an existing book of business, in the region of GBP15 Million, to service and work on whilst they also provide high quality leads and full back office (admin & Paraplanning).
What's needed for me to be considered?
- Hold previous experience within an IFA / Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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