Senior IFA - All leads provided

Posted 6 January by Blakemore Recruitment
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We are recruiting for a highly respected practice who require an experienced Private Client IFA to join and manage the on-going relationships with clients.

The overall purpose of the job is to manage a portfolio of clients, all provided by the business and ensure that you offer advice suitable financial advice on any and all their requirements. As the clients are all provided, they require candidates who have experience in managing long terms relationships and maximising the opportunities on offer.

You must come from an advising background and be fully CAS status in addition to having the full Diploma status.

This will suit an adviser from a backround as an IFA, Financial Adviser or Wealth Adviser.

You will have the opportunity to earn a bonus that will reflect your efforts and successes. In addition, there is a full benefits package and a reliable team behind you.

Required skills

  • CAS
  • Financial Advice
  • Investments

Reference: 31485272

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