IFA - Client Servicing (no targets)

Exchange Street Financial Services
11 Jan 2018
12 Feb 2018
Contract Type
Full Time

Our client, an established financial planning practice with a strong reputation across the North West of England, requires an additional consultant to join their Warrington team to service an existing client portfolio. This is purely a servicing role and 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.

Primarily office based, the main focus of the role is to provide regular reviews to the client portfolio, assess the suitability of the arrangements in place and react to client requests. It is supported by a highly qualified paraplanning and administration team allowing the incumbent to focus on client work. Duties fall within normal office hours with no weekend or evening work required.

Successful candidates will be level 4 qualified as a minimum and ideally have a background in regulated financial planning advice. Consideration will also be given to diploma qualified mortgage advisers, paraplanners or compliance professionals who are looking to become financial advisers.

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