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Financial Adviser / IFA

Posted 5 February by Thomas George Selection Easy Apply Ended

Financial Adviser / IFA - About The Client

A successful financial advisory and wealth management practice are seeking a Financial Adviser / IFA to join their team.

My client provides independent financial services to individuals and businesses and works with a number of high profile clients and wealthy individuals.

Financial Adviser / IFA - About The Role

The primary objective of this position is to provide professional advice and manage relationships with existing clients and practice referrals across pensions, investments and estate planning.

This is a salaried position offering access to many mid to HNW clients and will suit an individual who is ambitious and seeking a professional practice to advance their career and earnings.

Full administration and paraplanning are provided locally.

Financial Adviser / IFA - About The Candidate

This opportunity will suit a qualified financial adviser or IFA (qualified to Level 4 minimum) who offers a broad understanding of financial services.

Backgrounds may include IFA or multi-tied etc.

There is no requirement to bring existing transferrable clients

Financial Adviser / IFA - Skills required

  • Excellent relationship skills
  • A positive attitude
  • Strong work ethic

Financial Adviser / IFA - Benefits

  • Pension Scheme
  • Regular Bonus
  • Life Cover
  • 25 Days Holiday + Bank Holidays

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Your contact - Keith Enright at Thomas George Selection
Please visit our website ' tgselection.com ' for further details on this and other Financial Services opportunities.

Required skills

  • Bancassurance
  • Financial Planning
  • Financial Services
  • Independent Financial Advice

Reference: 34402952

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