Financial Adviser

Posted 10 April by Advance Search & Selection Ltd Featured

ALL CLIENTS PROVIDED

This boutique firm of independent financial advisers are offering financial planning and portfolio management service to a diverse range of HNW clientele across the UK via phone and skye, all clients are provided by the company.

The Opportunity

  • Due to business growth this firm has an opportunity for an experienced Adviser to join the team to service existing HNW clientele and support business growth by attracting and retaining new business.
  • You will benefit from full back office support.
  • Competitive basic salary up to £50K + performance bonus, opportunity for career growth and the option to work from home if required.

To be considered you will need?

  • Hold Level 4 Diploma
  • Previous experience providing financial advice within a regulated environment
  • Comprehensive financial planning process
  • Experience servicing a HNW and pension client bank
  • A proven track record through successful past performance in advisory roles.
  • Excellent technical/product knowledge

Key words

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, IFA / Financial Adviser (Salaried)

Contact: David Sheddon at Advance Search & Selection Ltd

This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisers, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Required skills

  • Financial Advice
  • Financial Planning
  • Financial Services
  • Investments
  • Portfolio Management

Application question

Level 4 qualification?

Reference: 34864292

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