Job Details

IFA Fantastic Opportunity

Sector:Financial Services

Region : South East England

Location: Colchester

Salary: Employed Unlimited earnings

Job Ref.: CL1603JAO

Job Information

A fantastic opportunity has arisen for an Independent Financial Advisor to join a highly successful, bespoke, boutique style, 9 to 5 Chartered business in Colchester. They are a fee based business, who run their own model portfolio and able to consider and recommend all types of retail investment products and/or providers that could best meet clients needs and objectives. They require an individual who wants to make a difference. The sky is the limit in terms of earnings. You should be extremely professional and be proficient with HNW clients, organised, entrepreneurial, willing to go the extra mile and most importantly ambitious in services their clients.

Specialist Areas are:

• Wealth Management
• Investment Planning
• Pension Planning
• Specialist Tax Advice
• Retirement options
• Mortgage Advice
• Protection Policies

The role is employed and salary can be discussed at interview. This is fully negotiable dependant on your circumstances. Ideally you should hold advanced Diploma or working towards Chartered status. They can also accomodate your business if you are a self employed advisor looking for a change in direction.

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