Financial Adviser - IFA Firm

Accountancy Divisions Limited
14 May 2017
13 Jun 2017
Contract Type
Full Time

This extremely professional IFA, with a strong reputation for client service are seeking to add a Chartered Financial Adviser to their team. The firm offer a whole of market approach, with a total focus on client’s ultimate financial picture. As Financial Adviser you will be responsible for:

  • Working with a portfolio of HNW / UHNW clients, providing high levels of client service
  • Utilise the opportunity to also work with corporate clients
  • Work across various products including pensions, investments, onshore and offshore unapproved plans, and retirement planning and alternative investments
  • Continue to grow and develop a client portfolio increasing funds under management and ultimately fee generation
  • Liaise with Paraplanners and Administrators regarding client queries, products and meetings
  • Offer continual support and communication to clients putting an emphasis on client service and their ultimate goals

As a Financial Adviser you will ideally be a chartered financial planner ideally with a strong level of funds currently under management that can be transitioned to the firm. The firm will provide strong leads and a support mechanism to proceed forward and grow your business.

For immediate consideration please send your CV to John Whitehead at Financial Divisions or call

FD/JW/FAC Financial Adviser - IFA Firm City of London

£60,000 - £65,000