Employed IFA

  • Shortlist
Location PETERBOROUGH , Lincolnshire
Sector Financial Services
Salary £30,000 - £50,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 53726

Our Client is a bespoke Independent Financial Planners, based in Lincolnshire. Due to an extremely fruitful period of business in addition to an experienced member of staff taking retirement, they are now looking to add a new member to the Financial Planning team.  

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you are an existing IFA with a strong book of business, coming from a banking background, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, whilst being given the tools to self-generate additional business. The successful candidate will inherit an existing bank of clients and will have the chance to inherit a further rump of clients in the future. 

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 

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:                

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner