Financial Adviser

Posted 13 February by Heat Recruitment Featured

The Client

This is an award-winning boutique firm of independent financial advisers that offer financial planning and portfolio management service to a diverse range of HNW clientele across the UK.

The Opportunity

Due to business growth this firm has an opportunity for an experienced Adviser to join the team to servicing existing HNW clientele and support business growth by attracting and retaining new business.

You will benefit from full back office support as well as leads, referrals and a generous bonus structure. You will also be provided with full exam support towards Chartered status/gaining additional industry qualifications.

Salary reflects an employed position plus bonus and dependent on clients, but would also equally consider someone wishing to be self-employed.

What’s needed for me to be considered?

  • Hold Level 4 Diploma
  • Previous experience providing financial advice within a regulated IFA environment
  • Comprehensive financial planning process/market knowledge
  • Experience servicing a HNW client bank and generating new business
  • Progression towards Chartered status (Advantageous)
  • Transferable client bank (Advantageous)

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Independent Financial Adviser, Financial Adviser, Adviser, IFA, Financial Planner, Chartered Financial Adviser, Chartered Financial Planner, Chartered IFA, Chartered Adviser, Wealth Planner, Chartered Wealth Planner, Employed IFA, Self-employed IFA,

Required skills

  • Advice
  • Chartered
  • Financial Advice
  • Financial Planning
  • HNW

Reference: 34466573

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