Independent Financial Planner (UNHW Client Base)

Posted 12 April by Heat Recruitment Featured

The Client:

Our Client is a bespoke independent Financial Planners, based in the heart of Surrey. Due to an extremely fruitful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Our clients main focus is with HNW Business, with an average client investment of circa £500,000 and a constant stream of leads via referral from the work they do, giving them one of the best names in the field.

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s Clients moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing Clients, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner

Reference: 33346625

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