Employed Financial Planner

  • Shortlist
Location Liverpool , Merseyside
Sector Financial Services
Salary £30,000 - £45,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 54457
 

This is an excellent opportunity for an Independent Financial Adviser to join a growing Financial Planning Business. The position will be suitable to someone who has experience in dealing with High Net Worth clients.

The Opportunity

The firm currently require an IFA to join its team either as Employed or Self Employed. They are a progressive firm of Independent Financial Advisers who have established successful business relationships with firms of Accountants and Solicitors. Offering clients strategic financial planning on Investment, Pension, Insurance and IHT. The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company.

 

What’s needed for me to be considered

QCF Level 4 and will provide bespoke independent financial planning and investment management advice to high net worth clients.

The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.

Ideally you will have 4+ years experience in the market providing advice to clients.

What next?

 

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.

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.