Your new company
Due to retirement, an exceptional job opportunity has arisen within a highly reputable firm of IFAs for a Financial Planner to take over a client portfolio which has been nurtured and developed over many years. Clients include high-net worth individuals and company directors. The company has enjoyed year-on-year growth, has a strong reputation for providing excellent client service and continues to receive regular referrals.

Your new role
Providing independent advice across the full range of financial planning, ensuring the highest standards of service are provided to suit clients’ needs, identifying areas of advice which are beneficial to the client. Full administration and paraplanning support provided. Flexible working, advisers manage their own diaries.

What you’ll need to succeed
Proven experience as a Financial Planner / IFA, excellent client relationship skills, strong technical knowledge particularly in the areas of investments, pensions, IHT planning, tax planning.

What you’ll get in return
Employed role offering 6-figure earnings and an excellent benefits package. A stand-out opportunity providing you with very good quality clients to service and develop.

What you need to do now
If you’re interested in this role, click ’apply now’ to forward an up-to-date copy of your CV, or call us now.
If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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