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Independent Financial Adviser

Posted 16 April by Resource Matters Easy Apply Ended

Our Client:

An established, directly authorised firm of Chartered Financial Planners based in Leicester who have a DFM, other professional services which supports their diverse and loyal HNW clientele They have a retiring IFA and the strategy is to employee a further IFA to take over the client bank in due course. Whilst working with the existing adviser and his clients, the successful candidate will network and look to grow the clientele further.

The Candidate

Level 4 and ideally Level 6 Chartered Status, you will have advised high net worth clients and have a demonstrable track record of success. Due to the nature of the role, you will have a clean compliance record and as an authorised individual you will be qualified to provide comprehensive financial planning and be able to demonstrate involvement in the SIPP and SASS market place as well as a sound understanding of discretionary management of investments,

The Benefits

  • A negotiable basic salary - subject to qualifications and experience

  • Bonus scheme

  • Car allowance

  • Pension plus other employee benefits

  • Significant back office support

Required skills

  • Adviser
  • Financial Planning
  • HNW
  • Investments

Reference: 32819435

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