Financial Adviser / IFA - Coventry

Posted 5 February by Thomas George Selection

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

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

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.

Candidate requirements;

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

Skills required include excellent relationship skills, a positive attitude and strong work ethic.

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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 is provided locally.

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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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