Are you an experienced IFA looking for a career move?
We are looking to speak with experienced financial advisers based in Bucks. My client offers a superb client focused offering that would suit advisers who have a client following (no matter the size) that can demonstrate a successful track record of developing new lines of business and managing client relationships for repeat business.
You will be fully diploma qualified ideally with further exams (advanced diploma/ chartered)
You will be joining a firm that offer a team dynamic second to none, a strong business development model to help add to your existing clients and importantly do not sell products! they offer client focused holistic financial planning.
Great opportunity to join a journey with a growing firm that is well run and ambitious.
For a discreet conversation please apply.
- Business Development
- Existing Clients
- Financial Planning
- Financial Services