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Financial Adviser/IFA: client bank provided

Hays Specialist Recruitment Limited
Posted 2 days ago, valid for a month
Location

Preston, Lancashire PR3 3XR, England

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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  • A reputable IFA firm is seeking a Financial Adviser due to expansion, suitable for experienced advisers or paraplanners looking to advance their careers.
  • The role involves providing financial advice to high-earning individuals, focusing on pensions, investments, and protection, with all leads provided and full administration support.
  • Candidates must hold a minimum Level 4 Diploma and have experience as a Financial Adviser or paraplanner, along with strong technical knowledge and interpersonal skills.
  • The position offers an excellent earnings potential with an OTE of £75k+, along with good benefits and long-term career prospects.
  • Interested applicants can apply by submitting their CV or contacting the recruitment agency for a confidential discussion.

Your new companyDue to expansion, a new opportunity has arisen within a well-established, reputable IFA firm for a Financial Adviser. This is an excellent role for either an experienced adviser seeking a better opportunity or a paraplanner seeking career progression into an advisory role.Your new roleEmployed role providing financial advice to high-earning individuals, reviewing each client's circumstances with a particular focus on pensions, investments and protection, identifying financial planning needs and new business opportunities and tailoring advice in each client's best interests. All leads provided, no requirement to bring clients. Full administration support provided. Excellent earnings potential, OTE £75k+What you'll need to succeedIt is essential to be minimum Level 4 Diploma qualified and have experience either as a Financial Adviser or a paraplanner. Good technical knowledge, particularly in the areas of pensions, investments and protection, excellent communication and interpersonal skills, strong client relationship skills, and business development skills.What you'll get in returnEmployed package offering a very good earnings opportunity, good benefits and excellent long-term prospects.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.