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Independent Financial Planner (With Client Following)

Independent Financial Planner (With Client Following)

Posted 26 September by Heat Recruitment
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The Client:

Our Client is a bespoke independent Financial Planners, based in the heart of the Midlands. 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 on HNW Business, with strong ties in to the accountancy market, where they generate a large amount of their business leads from.

The Opportunity

This is a fantastic position for an experienced Financial Advisor to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.

Due to the ongoing expansion on the Financial Planning side to this business, the successful Adviser will have the chance to have an existing Client Bank topped up by a number of the firms existing Clients, alongside a steady lead source from the established Accountants and Solicitor ties in place.

Alongside this you will have a qualified and experienced paraplanning team to assist you and will be provided with a competitive employed salary and strong benefits being provided by a well-established firm.

What’s needed for me to be considered?

  • You will be diploma qualified
  • Currently an established Advisor with CAS status
  • Hold an established Client Bank (Covenants are not an issue)
  • Excellent telephone manner and client facing skills
  • Driven and motivated to achieve targets
  • Track record or producing good levels of business within an IFA environment.

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

Required skills

  • Financial Planning
  • Financial Services
  • Financial Planners

Reference: 35883808

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