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Independent Financial Adviser x 2 (self employed)

Posted 10 May by James Phillip Financial Recruitment Ended

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.

Required skills

  • Business Development
  • Existing Clients
  • Financial Planning
  • Financial Services
  • Holistic

Reference: 34374834

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