Job Information

Our client, a leading firm of Financial Advisors and Discretionary Wealth Management Advisors are seeking an Individual in the Hertfordshire area to service a substantial client bank.
They have 125 IFA�s fully supported by over 110 support staff in its Midlands based administration / paraplanning team who deal with increasing demands facing IFA�s.
The firm combine traditional independent financial adviser services with Discretionary Portfolio Management and Stockbroking, so that they can capitalise on investment opportunities and provide their clients with a complete range of investments and wealth management services.

You will benefit from the following:
� Benefit from lead generation
� Spending more time with your clients and less time on admin
� Earn more money and have a better work / life balance
� Write business without compliance hindrance
� Operate without sales targets and league tables
� Have access to efficient administrative, investment and technical support
� Benefit from in-house discretionary investment management
� Access to flexible buy-out options and exit strategies
� Excellent, approved, in-house training programmes with support towards Chartered qualifications
� Home based or Office based

This opportunity will appeal to an Independent Financial Advisor who perhaps has a client bank they want to keep or indeed someone who has a small practice who would welcome an injection of capital, Or a Banking professional with a limited client base. You must be Level 4 Diploma qualified and at least held CAS within the last 3 years.
Experienced in Financial Planning
Salary / OTE: Average Adviser OTE £60,000 and many earning in 6 figures