IFA - client servicing (no targets)

Recruiter
Exchange Street Financial Services
Location
Dorking
Salary
35000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

An established financial planning practice with a strong reputation across London and the South of England, our client requires an additional consultant to join their team based in Surrey to service their existing client base.

Supported by a highly qualified paraplanning and administration team, the incumbent’s focus will be on maintaining relationships with the firm’s clients, carrying out regular reviews to assess the suitability of the arrangements in place, and reacting to client requests.

As this role is purely a servicing one there are no new business targets in place. This opportunity would therefore suit an individual who enjoys client work and wants a role that does not come with the pressure or new business targets associated with other positions.

Successful candidates must have current or recent FSA regulated status and have a consistent track record. The nature of the opportunity requires a strong work ethic whilst it is also imperative that applicants are supportive of the principles of the RDR to match the culture inherent at the firm.

Although this is a servicing role there is an annual discretionary bonus scheme in place.