10 miles

Independent Financial Planner (With Small Client Following)


£62000 Per Annum



The Client

My client is an award winning, highly regarded IFA practice that seeks to build a long term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case.

They have multiple offices across Yorkshire and the Midlands and are a very well-established business that are expanding quickly, they pride themselves on their professionalism and the quality of the service that they provide.

The Opportunity

This is a fantastic position for an experienced Financial Advisor to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

Due to the ongoing expansion, the successful Adviser will have the chance to have an existing Client Bank topped up by a number of the firms existing Clients, alongside a steady lead source. 

You will have a qualified and experienced paraplanning team to assist you and will be provided with

a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

You will be diploma qualified
Currently an established Advisor with CAS status
Hold an established Client Bank (Covenants are not an issue)
Excellent telephone manner and client facing skills
Driven and motivated to achieve targets
Track record or producing good levels of business within an IFA environment.

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 in vouchers if we assist them in securing a new career.

Job Synonyms:            

IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor



Posted 19 days ago

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