IFA - Clients available - Chartered Financial Planners

MB Fitzgerald
16 May 2018
15 Jun 2018
Contract Type
Full Time

MB Fitzgerald are currently working with a top 100 firm of IFA's who are looking for a Financial Adviser to join them on a permanent basis in Preston.

The successful candidate will inherit a book of clients upon joining the business. You will be tasked with servicing the ongoing relationship with these clients as well as developing and securing new client relationships. You will relish the opportunity to work in all areas of planning including:

  • Personal Lifestyle Financial Planning
  • Business Financial Planning
  • Estate and Succession Planning
  • Tax efficient income streams
  • Pension and Retirement Planning with the confidence to advise in the bespoke SIPP and SSAS market
  • Property Portfolios

Candidates must be Diploma Qualified as a minimum and ideally will have a minimum of 1 years previous experience in a Financial Adviser capacity. Candidates should be personable and have proven business development skills. Those who have studied Advanced Diploma exams or are Chartered will have an advantage although this is not essential.

A generous salary and bonus package will be provided to the candidate. All study material and exam support will be provided by the business n order to achieve Chartered Status. You will also benefit from working with a trusted list of professional introducers who will be supplying you with excellent new business leads. This is a fantastic opportunity for an experienced Adviser who is looking for the next step in their career.

This job was originally posted as www.totaljobs.com/job/81434576

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