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Financial Adviser/IFA: Client Bank Provided

Hays Specialist Recruitment Limited
Posted 9 hours ago, valid for 2 days
Location

Northwich, Cheshire CW98UD, England

Salary

£35,000 - £42,000 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 a Financial Adviser to manage and develop an existing client portfolio due to retirement.
  • The role is client-facing and provides independent financial advice across a wide range of planning areas, with no need for an existing client bank.
  • Candidates should have proven experience as a Financial Adviser, strong client servicing and networking skills, and good technical knowledge, particularly in investments and pensions.
  • The position offers a highly competitive salary with the potential for a 6-figure income, along with a benefits package that includes support towards Chartered status.
  • Flexible working culture and administrative support are provided, making this an attractive opportunity for motivated advisers.

Your new companyDue to retirement, an excellent opportunity has arisen within a highly reputable, well established IFA practice for a Financial Adviser to service and develop an existing client portfolio. Flexible working culture.Your new roleEmployed position and client-facing role providing independent advice across the full range of financial planning. Own client bank is not a requirement as you will be provided with good clients to service which already generate good levels of recurring income. You will also have plenty of opportunities to generate new business through the firm's professional connections. Administration and paraplanning support provided.This is an excellent opportunity for an adviser seeking to join a well-run business with a clear vision and commitment to investing in its people for the long term.What you'll need to succeedProven experience as a Financial Adviser, strong client servicing skills, networking skills, good technical knowledge particularly in investments and pensions, strong relationship building skills, a passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.What you'll get in returnA highly competitive basic salary plus bonus to financially recognise high levels of client service and new business. A 6-figure income is realistically achievable. Good benefits package including support towards Chartered status if desired.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.