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Employed IFA - Chesham - client bank provided

MI Search Ltd
Posted 20 hours ago, valid for 25 days
Location

Chesham, Buckinghamshire HP5 3JE

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This respected national IFA firm is seeking an experienced financial adviser to join its team in Chesham.
  • The role involves servicing an established client portfolio with administration and paraplanning support provided.
  • Candidates must have at least Level 4 Diploma status (CII or equivalent), ideally working towards or holding Chartered status.
  • The position is employed, offering a basic salary of up to £60,000.
  • Experience in financial advising is required, although the specific number of years is not mentioned.

This respected national IFA firm is currently seeking an experienced financial adviser to join its team in Chesham.

In this role you will be provided with an established client portfolio to service and also administration and paraplanning support.

You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning.

This role is an employed position with a basic salary to £60,000, excellent bonus scheme paying on all new business and benefits.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.