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Servicing Adviser / IFA: Client Bank Provided

Hays Specialist Recruitment Limited
Posted 11 hours ago, valid for 15 days
Location

Preston, Lancashire PR3 3XR, England

Salary

£40,000 - £48,000 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 experienced Adviser is needed to take over an existing portfolio of clients at a well-established IFA practice due to retirement.
  • The role offers a flexible working culture, allowing advisers to manage their own diaries without the requirement to be office-based.
  • 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 salary along with a bonus that reflects success in client retention and assets under management (AUM).
  • A minimum of several years of relevant experience is required for this client-facing role.

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, no requirement to be office-based.Your new roleClient-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be provided. This is a high-end client servicing role, with no new business target. 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 good basic salary plus bonus to reflect your success in retaining clients and AUM. 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.