Independant Financial Advisor

Description:

Due to continued success this highly respected Financial Services Company are seeking a proven IFA (Independent Financial Advisor to join their operations in Gerrards Cross. You will be a success driven individual who has pensions / Investments knowledge. You will be joining friendly and family feel organisation.

Requirements:

Essential

  • Applicants will also hold a minimum level 4 qualification and current Statement of Professional Standing while progression with chartered status will be viewed favourably.
  • All rounder IFA with experience in Investments, Pension, Wraps, onshore and offshore unapproved plans
  • Continue to grow and develop a client portfolio increasing funds under management and ultimately fee generation
  • Liaise with Paraplanners and Administrators regarding client queries, products and meetings
  • Offer continual support and communication to clients putting an emphasis on client service and their ultimate goals

Salary: £35,000 - £40,000 OTE £80,000


  • Job Number: 25801
  • Salary: £35,000 to £80,000 
  • Sectors: Financial Services
  • Types: Permanent
  • Locations: Gerrards Cross, Buckinghamshire
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