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IFA / Financial Adviser (Warwick)

Posted 17 January by Recruiting UK Easy Apply Ended

IFA / Financial Adviser

Our Client is an well established wealth manager firm and are seeking to recruit a qualified financial planner/IFA for this area due to a combination of expansion and clilent demand.

You will be an employed adviser and have responsibility for developing the existing portfolio, introductions plus some self generation via referrals

The package is negotiable c£40-45k basic and a strong OTE

Candidate

The successful applicant will me minimum Level 4 dipolma qualified and ideally have experience in face to face advice to clients .

You will be advising across Pensions, Investments and Protection to both retail and HNW individuals.

Diploma/Level 4 qualifications is essential

Position

You will advise clients both from the office and at their place of work/homes on the full advice service.

Large client bank, leads and referrals are provided so there is little need to bring clients!

Full sales support plus para-planning support provided.

Required skills

  • Financial Planning
  • Protection
  • IFA
  • Financial Adviser

Reference: 34255627

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