Financial adviser - York

Posted 4 April by Foundation Resourcing Ltd Easy Apply Featured

IFA/Financial Advisor - York - Ref. 10244

SHORTLISTING NOW - APPLICATIONS SHOULD BE SUBMITTED WITH URGENCY

Summary: Employed role, salary negotiable based on experience, favourable tiered bonus structure, leads and client bank provided

Location: York

Ref: 10244

Benifits:

  • Competitive salary and pension
  • Client bank and leads provided
  • Progressive bonus structure
  • 20 days holiday plus the chance to earn a further 24 days flexi time
  • Expenses covered

This: International, multi award winning practice, have now been established 120 years.

That: An opportunity has arisen for a qualified financial adviser to join their small but rapidly growing York office. You will be offering holistic advice to an international high net worth client base and establish strong, long lasting relationships with existing and prospective clients.

Other: You will benefit from your own tailored client bank and a wealth of leads that are currently flooding into the firm. In addition you will receive full back office and paraplanning support.

You: Will be diploma level 4 qualified or equivalent with prior experience in an advisory role. You will be presentable and comfortable when working with high net worth clients both over the phone and face to face. If you are already or are working towards chartered status that will give you an advantage in this highly qualified firm.

Ref: 10244

Required skills

  • HNW
  • Investment
  • Pensions
  • IHT

Reference: 34827475

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