Chartered Financial Adviser
Job Title: Chartered Financial Advisor
Salary: £65,000 to £80,000 (per annum depending on experience)
Benefits: Excellent Bonus structure
Due to continued expansion, a prestigious IFA Practice is looking for established Independent Financial Adviser to join the organisation and assist in dealing with increasing levels of demand.
Full sales support and lead generation is provided. Ideally, you will have experience dealing with Ultra High Net Worth Clients
Hold Chartered or very close to this qualification is a must for this client
On offer is the opportunity to work with an existing client base where your skills and abilities convert relationships into business.
Dealing with HNW and Corporate Clients
Ensure sufficient client information obtained and analyse information gathered
Undertake sufficient product and market research in conjunction with Paraplanners
Ensure suitable recommendations are made.
Ensure all supporting documentation is available and maintained
Ensure relevant CPD is maintained and recorded accurately
Hold Chartered Status