Job Information

Our Clients are a Central London firm of Independent Financial Advisers that have been established for over 25 years.

They provide holistic financial planning and asset management for both Private Investors and Corporate Clients and have over the years established a reputation for delivering high standards of advice and personal service.

Due to ongoing success they require an IFA to take on an existing client bank/portfolio.

This is an exciting opportunity for an enthusiastic, committed and ambitious individual to maintain and develop advice services within a sophisticated financial planning business. Our Clients are looking to appoint an individual that commands respect, has significant industry experience and holds the appropriate qualifications.

Skills and Experience:

Advanced level of technical financial knowledge and expertise

A strong understanding of Financial Services Regulation and FCA

An excellent communicator, both verbally and in writing

Able to work well with a wide range of people from different parts of the business

Able to manage different projects at the same time

Organised; able to work well under pressure

Have good presentation skills and attention to detail

Able to recognise risk and potential compliance failures

Essential

Diploma in Financial Planning or equivalent Level 4 qualification

Pension Transfer Qualification (AF3 / AF7 / G60) desirable

Salary will depend on experience circa £55,000 to £70,000 basic plus bonuses etc.