Financial Adviser (IFA): Client Bank Provided Full Time

Your new company
Due to retirement and continued growth, an excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to service and develop an existing client portfolio. Flexible working culture, advisers manage their own diaries.

Your new role
Employed position and client-facing role providing independent advice across the full range of financial planning to an existing client bank which includes many higher net worth clients with more complex advisory needs. No new business target. Administration and paraplanning support is provided.This is an ideal role for an adviser who is looking to utilise advisory skills in a role where the focus is on providing high levels of service and retaining clients where there is no pressure to find new business. As well as being financially rewarded for successfully servicing and retaining clients, you will also receive bonuses for any new business generated through servicing the clients or any new clients you bring into the business.

What you’ll need to succeed
Proven experience as a Financial Adviser (or an experienced Paraplanner/Technical Manager with strong client servicing skills), good technical knowledge particularly in investments and pensions, strong relationship building skills, a passion for providing excellent client service, motivated and driven to ensure advice is in the client’s best interests.

What you’ll get in return
Employed role offering a highly competitive basic salary plus bonus to reward high levels of client service and successful retention.

What you need to do now
If you’re interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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