Are you a Financial Advisor looking for an employed role, with clients and be part of a friendly and professional team?
As a Financial Advisor within this IFA firm, you will be provided with an existing client bank with responsibility to undertake their ongoing financial planning reviews. Typically, their clients have assets of £200k - £500k. In addition, they consistently receive new clients from regular client referrals and high-quality professional introducers (Accountants and Solicitors).
Financial Advisor Requirements
Financial Advisor Support
Their back-office support team (consisting of Paraplanners, Administrators, Compliance, Operations, IT) always strive for excellence and ensure their Financial Advisors are fully supported.
Route to Chartered Financial Advisor
They would be happy to support your progression to achieve your Chartered exams, should you desire.
Our client company is a long established, medium sized IFA firm who are an ambitious, professional and friendly team. They have built a successful business with high levels of client retention.
Financial Advisor Benefits
Call us now on 0208 0044 154 or click Apply
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