Overview

   A very well respected HNW firm of Independent Financial Advisers that have strong links to an established Accountancy Practice, require an experienced Independent Financial Adviser who is at least diploma qualified and is looking to move forward to chartered status to manage and motivate the existing team of IFA’s, service the IFA and Accountancy client based offering professional, ethical and regulated advice covering all aspects of personal financial planning, as well as servicing the existing database of 200 – 250 active clients you will have access to the 2000 companies that submitted tax returns to the Accountancy Practice. The successful applicant will also be encouraged to generate new business through presenting seminars and referrals.

Main Duties

An extremely rare opportunity for an experienced Independent Financial Adviser (IFA) who has achieved the Diploma status and is ideally looking to move towards the chartered status, to join an established firm of IFA’s that have been trading for over 25 years and are strongly linked to a HNW Accountancy firm that has been providing a professional service for over 100 years.

Working with the existing team of IFA’s you will motivate and eventually manage the existing team, driving the IFA’s as well as offering a professional service to the company’s existing database of clients providing advice and service in all aspects of personal financial planning including Protection, Pensions, Savings and Investments which range from £750k to £13 million. You will ensure that the clients receive a first class service and ensure that all the financial services needs are met and exceeded.

As well as having an excellent access to this well established client base you will also be given the opportunity to generate and build a new client database by presenting seminars and referrals. 

Key Skills

 

Applications will only be considered from diploma qualified Financial Advisers or IFA’s and ideally individuals who are looking to reach chartered status. You should have an excellent track record of providing regulated financial advice and been able to build relationships with clients to be able to provide advice to the clients over a long period of time and not just a “quick sale”. 

Ethos and professionalism is key to this role as our client has an excellent reputation and is keen to recruit a likewise professional individual who ensures that the clients receive a first class service.

 

Summary

 

This is an excellent opportunity for an experienced diploma qualified Independent Financial Adviser (IFA) to join a very well established IFA firm that is linked to an extremely professional Accountancy firm, offering professional and regulated advice in all aspects of personal financial planning covering Protection, Pensions, Savings and Investments. This role will offer the successful applicant to eventually manage the financial services team and drive this very well run organisation into and past RDR. 

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