Chartered Financial Planner FPFS, APFS

Coast Specialist Recruitment
Richmond, Surrey
09 Jul 2017
08 Aug 2017
Contract Type
Full Time

The client is a leading firm of chartered Independent Financial Advisers who have the expertise to advise on and arrange investment and savings schemes and all forms of life and income protection insurance. They have particular knowledge in the field of pensions and are adept at dealing with even the most complicated pension issues or retirement planning challenges.

With the expansion they are looking for an experienced IFA to provide on-going advice and support to the company’s long established and wealthy clients. You will be providing regular reviews and identify opportunities to gain top-up business. You will need to be really good at building trust and used to providing financial planning advice to very wealthy individuals.

Key Requirements:

  • Qualified as a Chartered Financial Planner

  • Have a very personable nature, a positive sales manner, motivated and driven

  • You should be technically competent and have experience of providing a broad range of advice and you must also be able to build good working relationships with the company’s clients.

This is a great opportunity to join a leading firm with an excellent reputation as they expand.