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Independent Financial Adviser

Job LocationMalmesbury
EducationNot Mentioned
Salary£50,000 - £70,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

An established bespoke financial planning firm in Malmesbury are looking to bring in an experienced financial adviser. The businesses main focus is on providing bespoke advice to High Net Worth clients.The OpportunityThe opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source. This opportunity would be suitable for any Level 4 Diploma qualifiedprofessionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.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 nextApply 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 yourspecific 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 if we assist them in securing a new career.Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF

Keyskills :
Financial PlanningInvestmentsPensionsWealth ManagementIndependent Financial Advice

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