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Posted 22 January by Recruitment Connection Easy Apply Ended


South Wales, Berkshire, Hertfordshire, Kent and Dorset

Neg basic from £45,000 to £65,000+ bonus + benefits

Information about the client:

  • My client is directly authorised and regulated by the FCA;
  • They are a truly independent IFA and provide a holistic financial planning service for either personal or corporate clients incorporating the use of investment products, pension planning and tax planning

Requirements of the role as an IFA:

  • The role is to focus on maintaining a high quality advice service to existing clients on a range of financial planning solutions & to retain existing on-going business;
  • To develop a sustainable business model for the provision of advice and offer clients a fee based service proposition;
  • To provide financial advice on a range of financial planning solutions, and to identify any new business opportunities;
  • To achieve agreed targets;
  • To maintain a high quality service so that client needs are reviewed and met and to keep clients informed of legislative changes that may affect them, keep them up to date with news of relevant financial products and services;
  • Ensure that all compliance and company standards are met.

Requirements of the role as an IFA:

  • You will need to be fully qualified, competent and ideally have IFA experience.

Employee benefits:

  • They offer succession planning to enable you to retain the value you have already built up in the industry and ensure a seamless transfer of your clients to the team if and when required;
  • A review from gave the company 4/5 stars, praising the good work environment and fast pace nature of work;
  • A prestigious company which has won awards such as Professional Adviser Awards 2017 - Highly Commended - Adviser Firm of the Year (South East).

Ref: 4600

Reference: 33396356

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