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Financial Adviser - City of London - IFA Firm

Posted 5 February by Accountancy Divisions Limited Easy Apply Ended

Financial Adviser - City of London - IFA Firm

£60,000 - £65,000

This extremely professional IFA, with a strong reputation for client service are seeking to add a Chartered Financial Adviser to their team. The firm offer a whole market approach, with a total focus on client’s ultimate financial picture. As Financial Adviser you will be responsible for:

  • Working with a portfolio of HNW / UHNW clients providing high levels of client service

  • Utilise the opportunity to also work with corporate clients

  • Work across various products including pensions, investments, onshore and offshore unapproved plans, and retirement planning and alternative investments

  • Continue to grow and develop a client portfolio increasing funds under management and ultimately fee generation

  • Liaise with Paraplanners and Administrators regarding client queries, products and meetings

  • Offer continual support and communication to clients putting an emphasis on client service and ultimate goal

As Financial Adviser you will be a chartered financial planner ideally with a strong level of funds currently under management that can be transitioned to the firm. The firm will provide strong leads and a support mechanism to proceed forward and grow your business. For immediate consideration please send your CV to Mark Flannery at Financial Divisions

Reference: 34396631

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