Hays
Financial Planner (IFA): Client Bank Provided
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Your new company
Due to retirement, an exceptional opportunity has arisen within a very well-established IFA firm for a Financial Adviser to take over a high-quality client bank. The clients you will inherit have been well looked after for many years. Very friendly and supportive working environment, advisers manage their own diaries.
Your new role
Client-facing role providing independent advice across the full range of financial planning to an existing client bank, including wealthy higher net worth individuals, ensuring excellent standards of service continue to be provided and growing your client base. Administration and paraplanning support provided.
What you'll need to succeed
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- Proven experience as a Financial Adviser / Chartered Financial Planner
- Strong client servicing and relationship-building skills
- Business development skills
- The ability to identify new business opportunities whilst ensuring clients are provided with advice in their best interests.
What you'll get in return
- Employed role offering a highly competitive basic salary
- Performance-related bonus for successfully growing your portfolio with financial recognition on both new business and recurring income
- Plus a good benefits package
- This is an excellent opportunity for either an experienced adviser or an adviser at the earlier stages of their career.
What you need to do now
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Desired Skills and Experience
- Independent Financial Adviser
- IFA
- Financial Planner
- Chartered Financial Planner
- Wealth Adviser
- Wealth Planner
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