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Servicing Adviser/IFA : Client Bank Provided

Hays Specialist Recruitment Limited
Posted 11 hours ago, valid for 12 days
Location

Northwich, Cheshire CW98UD, England

Salary

£30,000 - £36,000 per annum

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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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  • An established IFA practice is seeking an experienced Adviser to manage an existing portfolio of quality clients due to retirement.
  • The role involves providing independent financial advice and maintaining high service levels, with opportunities for generating new business through referrals.
  • Candidates should have solid advisory experience, particularly in pensions and investments, with a focus on higher-net-worth clients and complex advice.
  • The position offers a competitive compensation package, with a realistic potential for a six-figure income.
  • Applicants are not required to bring their own clients, but any existing clients can be ring-fenced for ownership.

Your new companyDue to retirement, an excellent opportunity has arisen within a well-established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients. Flexible working culture, advisers manage their own diaries.Your new roleClient-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be provided. In addition to carrying out client reviews, you will also have ample opportunity to generate new business through referrals via existing clients, the firm's long-standing professional introducers and leads provided.No requirement or expectation to bring own clients. If you do have clients to bring, these will be welcomed and ring-fenced to enable you to retain client ownership.What you'll need to succeedSolid advisory experience, good technical knowledge particularly in pensions and investments, ideally experience of advising higher-net worth clients and dealing with more complex areas of advice, strong relationship building skills. What you'll get in returnEmployed role offering a highly competitive package including generous basic salary, bonus and good benefits.A 6-figure income is realistically achievable.What you need to do nowIf 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.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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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.