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IFA - Client servicing / no new business targets

Posted 1 February by Exchange Street Financial Services Easy Apply Ended

An established financial planning practice with a strong reputation across London and the South of England, our client requires an additional consultant to join their team based in Surrey to service their existing client base.

Supported by a highly qualified paraplanning and administration team, the incumbent’s focus will be on maintaining relationships with the firm’s clients, carrying out regular reviews to assess the suitability of the arrangements in place, and reacting to client requests.

As this role is purely a servicing one there are no new business targets in place. This opportunity would therefore suit an individual who enjoys client work and wants a role that does not come with the pressure or new business targets associated with other positions.

Successful candidates must have current or recent FSA regulated status and have a consistent track record/stable career history. The nature of the opportunity requires a strong work ethic whilst it is also imperative that applicants are supportive of the principles of the RDR to match the culture inherent at the firm. Level 4 is a minimum requirement.

Although this is a servicing role there is an annual discretionary bonus scheme in place.

Required skills

  • Financial Planning

Reference: 33808764

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