Independent Financial Adviser
£35,000 - £50,000
Our client is a well established and highly successful business that is looking to grow again. They offer a great working environment and a friendly and supportive team. They are looking for a junior Independent Financial Adviser or a good Paraplanner who is ready to become an Independent Financial Adviser.
There is already a book of clients to pass over. It will be an orderly handover over 6 -12 months resulting in around 100 clients being moved. The following year another block of clients will move across and there is a share of the new work too - all under close supervision of existing advisers to help. All clients have ongoing service contracts and most are quite simple cases and very loyal clients.
They are also on a growth drive and since January have had a very steady stream of new business, which they tend to share. In summary they want and Independent Financial Adviser who:
- Is DipPFS and working towards Chartered or already Chartered
- Technically sound, especially in pensions and investment markets
- Excited by the use of cash-flow modelling software
- Looking for a long term career where there are management opportunities
For further information regarding this Independent Financial Adviser role, please get in touch with Andy at Contact Point Resourcing.
- Investment Management
- Independent Financial Advice
Bank or payment details should never be provided when applying for a job. For information on how to stay safe in your job search, visit SAFERjobs.Report this job
"Office Assistant jobs in London"
'Saved search name'