Employed IFA - Basic Salary £25,000-£50,000 - South Liverpool
Employed IFA - Salary: £25,000 - £50,000 - South Liverpool, Merseyside
I recently met with a South Liverpool based Boutique IFA Practice who have a dedicated and hardworking team.
When I met with 1 of the Directors the enthusiasm and passion for the company really showed.
The Merseyside based practice are now looking to grow the business by bringing in an additional Employed IFA.
Your role will be to:
- Offer holistic financial advice for new clients
- Provide advice and identify any needs
- Client file reviews
- Generate revenue and accumulate renewal revenue long term
Our client has mentioned that looking for an experienced IFA or would consider a Trainee IFA (Maybe a Paraplanner looking to progress into a Trainee Advisor)
You must be Dipfs Level 4 qualified (Diploma in Financial Planning).
In return you will have full Admin, Paraplanning and PA Support.
For more info on this exciting South Liverpool, Merseyside based IFA position please contact Philip Gordon for a confidential discussion on Liverpool 601-6000 or email .
I am also contactable via LinkedIn.
Zoot Recruit is a specialist Financial Services recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2018 with our current team having over 40 year's specialist recruitment experience.
Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.
We are now on twitter please follow: @zootrecruit
This job was originally posted as www.totaljobs.com/job/80410149