A National Independent Financial Planning firm with advisors and offices based all around the UK, who are looking to bring in new talent across the region, due to a retiring IFA in the Worcestershire area. In addition, due to an extremely fruitful period of business and a number of fantastic acquisitions over the past 12 months, they have an increased need to expand by adding new members to the Financial Planning team. Their main focus is on providing bespoke, truly holistic advice to all tiers of client yet specialising in catering to both High & Ultra High Net Worth clients, through investment advice and bespoke retirement and cash flow planning.
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 existing client banks and fruitful lead sources. This opportunity would be suitable for any Level 4 Diploma qualified professionals with CAS status, 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. Employed or Self Employed options are available and the back office support provided in terms of Admin, Paraplanning and Compliance is arguably the best in the market, giving you the most best opportunity to spend time with your clients sand make more money.
What’s needed for me to be considered?
- Hold previous experience within an IFA / Financial Planning Practice (Ideally a minimum of 3 years +)
- 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 wealth of pension/retirement planning experience.
- 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.
Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
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