Our Client, an established and successful IFA firm in Northumberland, is looking to recruit an experienced IFA, to support with a high volume of business and succession planning. This is a rare opportunity where your focus will be on maintaining existing relationships, with full paraplanning and administrative support.
You’ll be responsible for:-
- Servicing an existing client bank
- Providing advice on both Pensions and Investments
- Adhering to FCA guidelines
- Liaison with Paraplanners and administration staff
Candidate must hold QCF Level 4 Diploma. Applications are invited from IFA’s (ideally) with good knowledge of pensions and investments. You must be a well-presented and personable individual, with a calm and gentle approach and possess an empathic manner, in order to liaise with mature clients. Suitable candidates must be able to demonstrate previous success within an advisory capacity and must be keen to achieve longevity in their next role. Benefits will include a basic salary of up to £60,000 plus a quality bonus.