Financial Planner/IFA/Independent Financial Adviser - with client bank and option to work from home

Financial Divisions
18 May 2019
21 May 2019
Contract Type
Full Time

Financial Planner/IFA/Independent Financial Adviser - with client bank and option to work from home



Financial Divisions are delighted to be supporting a nationwide Wealth Management firm in their search for Associate Planners (trainee adviser) or Financial Planners to join their team. This is a great opportunity for Advisers who have just started their career or for highly experienced Advisers looking for an established client bank.

They are a nationwide Wealth Management firm, with a network of offices, and have seen impressive year on year grow, as a result of significant acquisitions and organic expansion of their business.

Due to the acquisitions, they now have an extensive pool of established clients, that need experienced Advisors to manage on an on-going basis.

You will initially be working alongside the retiring Advisor, who will assist you with the smooth transition of their clients into your ownership. You will attend joint client meetings, you will need to build an effective relationship with these clients and review their current situation, to see if adequate provisions have been put in place to help them achieve their life goals.

In addition to you taking over an established client bank, my client will also provide high quality and on-going support and development for you to ensure your skills set and technical knowledge doesn’t stagnate.

Along with a competitive salary, there is a pension scheme, holiday - 25 days plus bank hols, rising to 27, DIS - 3 x salary, salary review each year, PMI - single cover, full study support will also be paid to enable you to achieve your Chartered status and the option to work from home.

For immediate consideration for the Associate Planner or Financial Planner role, please contact Madeleine Kerrane

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