Overview

   An excellent opportunity has arisen for 2 or 3 experienced Independent Financial Advisers (IFA's) or financial advisers from wither a tied or multi tied background to join our client who is a well known Accountancy firm in the Carlisle area with an expanding Financial Services Division. Working with this prestigious, and very well respected Accountancy firm, you will work alongside a team of experienced IFA's and provide regulated advice on all aspects of personal and corporate financial planning.

Main Duties

An excellent opportunity has arisen for 2 or 3 experienced Independent Financial Advisers (IFA's) or financial advisers from wither a tied or multi tied background to join our client who is a well known Accountancy firm based in Carlisle area. Working with this prestigious, and very well respected Accountancy firm, you will work alongside a team of experienced IFA's and provide regulated advice on all aspects of personal and corporate financial planning. You will required to work with your existing client database and provide holistic financial planning advice in all aspects of personal financial planning, including protection, pensions, savings and investments. Our client will provide the successful IFA's, or Financial Advisers with excellent office facilities, including phones, stationary, full admin support including IT, secretarial and marketing support as well as the opportunity to work within a team environment.

Key Skills

Applications will be considered from individuals with the full Financial Planning Certificate (FPC) (or equivalent) and ideally working towards the diploma qualification. You must possess an excellent working knowledge of all aspects of personal financial planning including protection, pensions, savings and investments. The successful applicants must also have a proven ability to deal with high net worth/professional clients access to own existing client bank, demonstrate a minimum previous year earnings of £50,000+.

Summary

This is an excellent opportunity for an experienced IFA, or Financial Adviser who requires additional clients to work with or for an experienced Financial Services individual who is currently working on their own and wants to work in a team environment with full administrative support provided. This role would also suit an experienced IFA who is not prepared for the massive changes within the Financial Services industry with RDR looming

For more information contact Bryn McMillan on 0207 156 5008 or Register Now