Apply for this job Our Client is a bespoke Financial Planners who are based in the North West and due to an extremely fruitful period of business, they are now looking to add a new member to the Financial Planning team.
The new role will be to join their successful, busy advisor team, providing advice of a first-class client service to existing clients. The is an exclusive servicing role, with no selling required.
This opportunity would be suitable for any Level 4 Diploma qualified professionals, who have exemplary client servicing skills and are comfortable dealing with HNW individuals. In this role, as mentioned, you will be working alongside a number of the firms existing connections, conducting annual reviews and managing any new business generated.
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 Competent Adviser Status (CAS) is essential
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.
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