An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.
The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.
They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.
Due to succession planning, the business owner is looking to hand over his existing client bank to an experienced adviser, with progression into shareholding directorship on offer long term.
You will be provided with full back office support, with the vast majority of clients visiting the office for appointments.
On top of a very generous basic salary, there is also a quality related bonus scheme, which is based on external compliance checks, client feedback reports and CDP/Housekeeping.
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
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 a cheque for £200 if we assist them in securing a new career.