Employed IFA

  • Shortlist
Location PRESTON , Lancashire
Sector Financial Services
Salary £40,000 - £60,000 Per Annum
Type Permanent
Consultant Lucy Evans
Ref 58788

The opportunity for a successful Independent Financial Adviser to work within an established and successful Chartered Financial Planning Practice who deal in all areas of advice for High Net Worth Clients.

The Opportunity

As a growing practice, our client is looking for a Financial Planner with a proven track record. You will have the opportunity to service existing clients of the practice and provide high quality financial advice in line with the firm’s regulations and expectations. As a Chartered practice, this particular business prides itself on providing unrivalled levels of service and advice to their clients. You will be given the opportunity to build your career in the industry within a supportive firm

What’s needed for me to be considered?

In order to be considered for this unique opportunity, candidates need to be Level 4 Diploma qualified and have previous experience advising clients on pensions, investments and protection. You will also have the ability to prospect and contact potential clients in accordance with the firm’s business plan.

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 if we assist them in securing a new career.

Synonyms: Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager