Independent Financial Advisor
Due to continued success in delivering bespoke Wealth Management services to a range of clients, innovative and ambitious IFA firm seeks to recruit a number of skilled and experienced Consultants to join their team.
Your role will be to manage and develop a portfolio of clients with diverse financial planning needs. You will work to ensure that their affairs and aspirations are understood and acted upon in a first class manner. Areas of advice will cover retirement and lifetime income strategies, investments and protection. You will also look to develop introduction partnerships with local professionals to ensure that you can build a productive client bank.
The successful candidate will have a proven track record as a Financial Planner and be able to demonstrate consistent performance. You will have strong technical knowledge and the ability to deal with complex and challenging cases. You will take a consultative approach to advice and have strong relationship management and business development skills. You must be level four qualified and hold SPS. Progress toward and beyond level six is preferred.
This is an excellent opportunity for a positive and proactive Financial Advisor to join a progressive organisation seeking to deliver a premier service to all clients. You will receive a competitive package which will depend on your track record and anticipated business levels.
Financial Planning, Financial Advisor, IFA, Wealth Manager, Pensions, Retirement Planning, Investments, Protection, Financial Advice