Job Information

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. The role may suit a Paraplanner who is looking to progress into an advisory role.

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 as a minimum ideally chartered or working towards.

Pension Transfer Qualification (AF3 / AF7 / G60) desirable not essential

Salary will depend on experience circa £55,000 to £75,000 basic plus bonuses etc.