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Independent Financial Adviser (IFA) - Wolverhampton

Independent Financial Adviser (IFA) - Wolverhampton

MI Search Ltd

Posted 16 hours ago, valid for 25 days

Wolverhampton, Staffordshire WV6 7NR

Full Time

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Sonic Summary

This national accountancy firm is seeking an IFA to work in Wolverhampton and surrounding areas.
The role involves collaborating with accountants to develop the financial planning practice.
Candidates will have access to HNW and UHNW clients, along with full paraplanning and administrative support.
Applicants must have experience as a Financial Planner, with a proven track record in client portfolio growth and dealing with HNW and UHNW clients.
The position offers a basic salary of up to £100k, alongside excellent bonus potential and benefits.

This national accountancy firm is currently seeking an IFA to work out of their offices in the Wolverhampton and surrounding area.

In this role you will be responsible for working with the accountants and building and growing the financial planning practice across this area.

You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administrational support.

You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.

Basic salary to £100k, excellent bonus potential and benefits.

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