We have a fantastic opportunity for an enthusiastic and dedicated Independent Financial Adviser to join a Chartered IFA practice. Working within the existing financial planning team you will focus on providing true holistic financial planning to a range of high net worth clients.
There is an existing administration and paraplanning support team, and the practice has a strong reputation in the region.
In the role of IFA you will be responsible for:
Identifying new business with existing clients whilst providing an ongoing relationship
Maximising the potential of every lead, whilst ensuring adherence to regulatory and practice legislation
Have a strong understanding of the demographic of the local area
Be able to network both yourself and the practice to new clients
Advisers must be personable, easy to work with and share the company ethos of treating customers fairly and offering an excellent service at all times.
You must have the diploma in financial planning, and at the very least be working towards Chartered status. Advisers that already hold the Chartered designation will be looked upon favourably
For further information please apply online or feel free to get in touch.