Chartered Financial Planner

Posted 23 January by Exchange Street Financial Services

We are currently looking to recruit a senior independent financial adviser to work within the Chartered IFA arm of a National Financial Services business covering a client base in Yorkshire and the North East.

Established with a commitment to offering genuinely high net worth clients a consultative service to encompass all of their financial needs, this forward thinking organisation has continued to build on its success by recruiting quality individuals throughout their branch network. Working closely with professional introducers, consultants are largely field based and offer clients holistic whole of market advice. The role is fully supported by both paraplanners and technically competent administrators, allowing the incumbent the opportunity to focus most of their time in a relationship management or advisory capacity.

Given the Chartered status of the firm they will only consider individuals who have experience with high net worth clients and either be or close to being Chartered. In return, remuneration consists of an attractive salary package of up to £70,000 along with a generous bonus structure and benefits package.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Financial Services
  • Holistic
  • IFA
  • HNW Clients
  • Chartered Financial Planner

Reference: 32686737

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