Independent Financial Advisor - HNW Clients provided

Posted 15 September by Switch Recruitment

We are pleased to be working with this national well established and leading wealth management firm which, due to continued growth of their client base, currently requires several Independent Financial Advisor / IFA to provide expert advice to their HNW clients.

Candidates will provide holistic financial planning to prospective and existing clients in a compliant manner. You will provide exceptional client service in order to ensure long term relationships with clients whilst adhering to the FCA principles of TCF. This role will be supported by our team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing.

We seek candidates who are qualified to Level 4 / Diploma as a minimum, strong technical knowledge to include tax and pensions. You will have a proactive and mature work ethic and having gained a number of years experience at this level. Candidates will ideally come from an independent environment, although candidates from a tied or bancassurance environment will also be strongly considered.

In return our client is looking to offer a competitive basic salary, full lead / client provision, as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc.

Reference: 33317487

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