Job Information

Our Client a Chartered firm of Financial Advisors requires an IFA to join their already successful team. You will be given a client base to work from which you will maintain and grow.


Spec:
• Lives within 15 miles of PR3
• Qualified to at least Diploma and studying towards Chartered
• At least 3 years experience advising a portfolio of high net worth clients : (Greater than £250K of AUM)
• Prefer adviser with experience of Lifestyle planning using Truth and with Corporate experience since most of our clients run their own business.
• Good communication skills since will be working with a dedicated paraplanner who would be on our Graduate Recruitment programme studying for their CII exams and working towards Chartered status.
• Be capable of working to a high technical ability
• They would be managing a bank of clients and expected to grow this by networking and developing professional connections.