Job Details

IFA/Financial Planner : Clitheroe

Sector:Financial Services

Region : North West England

Location: North West

Salary: £30,000 up to £60,000 depending on experience

Job Ref.: NV:IFA3

Job Information

An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business’ exposure.

The position is based in Clitheroe and will involve working closely with Financial Advisors.

Person Specification

· DipFA qualified

· Minimum of 2 years’ experience of being a advisor at a well-established practice

· Experience in investments,pensions, mortgages is a must

· Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms

· A client bank is not necessary

· Excellent communicator, organised, knowledgeable and technically minded.

This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.

A comprehensive package is on offer with this role starting at £30,000 up to £60,000 depending on experience + bonus.

If you are interested and have relevant experience please apply within and one of our consultants will be in touch