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Preston
Financial risk manager
Employed IFA - Preston - client bank provided

Employed IFA - Preston - client bank provided

MI Search Ltd

Posted 10 days ago, valid for 20 days

Preston, Lancashire PR4 0AS, England

£36,000 - £43,200 per annum

Full Time

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Sonic Summary

A respected national IFA firm is looking for an experienced financial adviser to join its team in Preston.
The role offers an established client portfolio along with administration and paraplanning support.
Candidates must hold a Level 4 Diploma (CII or equivalent) and ideally be working towards or hold Chartered status.
This is an employed position with a basic salary of up to £60,000, along with a bonus scheme for new business.
A high-quality, client-focused approach to financial planning is essential for this role.

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

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, bonus scheme paying on all new business and benefits.

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