We are working alongside a bespoke independent Financial Planners, who are looking to bring in new talent. Our client is now looking to expand by adding a new member to the Financial Planning team. The firm’s primary focus is on providing bespoke financial advice to High Net Worth clients.
 

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. 

The role will be covering the South of England, with a focus on the Surrey region. 

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice 
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous  

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

 Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA, Financial Adviser, Financial Advisor, Financial Planner, Wealth Manager, Wealth Management, Financial Consultant, Financial Planning, 

Tagged as: Banking

Source

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