Employed IFA

  • Shortlist
Location Colchester
Salary £35,000 - £50,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 50008

The Client

This is a highly reputable independent financial planning practice that specialises in both private and corporate financial advice. This practice offers a complete holistic financial planning service alongside a specialist wealth management division.

The Opportunity

Due to business growth this practice would like to welcome an experienced IFA to the team. This position will offer full back office support, leads and business generation alongside a substantial client following that you can generate business from.

You will benefit from a highly competitive basic and bonus structure, exams support towards Chartered status and future progression opportunities.
 

What’s needed for me to be considered?

  • Hold level 4 Diploma in Financial Advice
  • Previous experience providing advice to Private and Corporate clients within a holistic environment.
  • The ability to service existing client alongside new business generation
  • Hold Chartered status, or have progression towards this (Advantageous)

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 £200 in vouchers if we assist them in securing a new career.
 
Job Synonyms              

Independent Financial Adviser, Financial Adviser, Adviser, IFA, Financial Planner, Chartered Financial Adviser, Chartered Financial Planner, Chartered IFA, Chartered Adviser, Wealth Planner, Chartered Wealth Planner, Employed IFA, Self-employed IFA, Mortgage Adviser