We currently require an experienced financial adviser to join a boutique IFA based in the centre of Poole. Our client is a high net worth advisory practice that provides advice to clients across the South West of England. Due to increasing business levels throughout the past 3 years, they are now seeking a financial adviser with 3+ years experience to join the company.
You will not need a transferable client bank as clients and leads will be provided by the business, although you will also be required to develop your own business as and when required. You will be given full back office supporting by a team of qualified Paraplanners and Administrators, this will allow you more time to spend with your clients.
You should hold the diploma in financial planning as a minimum and candidates with their chartered status would be preferred. This would be an ideal opportunity for an experienced adviser who is now seeking a profitable and long term career.