IFA/ Financial Planner

Search Consultancy
10 Feb 2018
15 Feb 2018
Contract Type
Full Time

IFA/ Financial Planner
Region: West Yorkshire
Location: Leeds
Salary: £35,000-£50,000 dependent on experience

Would you like to for an award winning directly Authorised business?

Would you like to work for an organisation that prides itself in supporting there staff?

Due to their ongoing success an opportunity has arisen in a well-established national financial firm. Due to ongoing expansion, they now have an opportunity for a Financial Advisor to join their team.

You will be joining the organisation at a very exciting time as they have introducers in place and a client bank.

There is a very competitive bonus structure in place and you are able to negotiate your own fees to clients. You have a lot of autonomy but must be commercial at the same time. A client bank with recurring fees is also on offer.

Duties of the Financial Planner:
* Provide advice on personal risk management, investment planning, estate planning, tax efficient investment, retirement planning, and lifetime cash flow
* Providing advice for clients while ensuring the best possible client journey and customer outcome
* Providing clients with comprehensive verbal and documented recommendations, in line with best practice
* Able to identify easily a clients future goals

Requirements of the Financial Planner :
* At least 3 years experience advising
* Minimum of Level 4 Diploma
* CAS status and SPS must be up to date

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

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