Employed IFA (Field Based)
Our client is a bespoke independent Financial Planners, with an additional tied arm to the business also, offering a hugely flexible investment and advice proposition, based in the heart of Wakefield. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. This can be both Self-Employed, or Employed, dependent on the experience and needs of the candidate.
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, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, 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 they assist you in building a large personal network and client base.
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
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 when we assist them in securing a new career!
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