HNW Employed Servicing IFA - Chichester
Reference : 0652LT
Job Title : HNW Employed Servicing IFA - Chichester
Salary: £40000 - £55000
Locations : Chichester
Overview
An excellent opportunity for an experienced diploma qualified IFA to join one of the UK’s best known IFA brands. Working from the busy office in the Chichester area you will offer regulated financial advice to the company’s existing HNW database with investable assets in excess of £100k. You will be required to contact the existing database of offer professional advice covering all aspects of personal financial planning, including Protection, Pensions, Savings and Investments.Main Duties
An excellent opportunity for an experienced diploma qualified IFA to join one of the UK’s best known IFA brands. Working from the busy office in the Chichester area you will offer regulated financial advice to the company’s existing HNW database with assets in excess of £100k. You will be required to contact the existing database of offer professional advice covering all aspects of personal financial planning, including Protection, Pensions, Savings and Investments.
Our client employees hundreds of staff throughout the UK and have one of the recognised brand names in the UK. You will be dealing with clients with investable assets in excess of £100k and ensure that the clients receive a full professional service.
Our client is RDR prepared and is looking to expand the business by recruiting an experienced IFA to service and existing database of clients.
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”.
You should be highly motivated, want to build, expand and drive this newly established organization forward towards and past RDR. You should be confident and pro-active as you will be required to contact the company’s existing database of clients offering professional and regulated advice covering all aspects of Personal Financial Planning including Protection, Pensions, Savings and Investments.
Summary
This is an excellent opportunity for an experienced diploma qualified Independent Financial Adviser (IFA) to join a very well established and financially sound wealth organisation that deals mainly with HNW clients.
This role would be ideal for an experienced HNW IFA who is looking for more clients or maybe an experienced IFA who would like to deal with HNW clients.
For more information contact Bryn McMillan on 0207 156 5008 or Register Now