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Independent Financial Adviser - ref: 10707
Financial
£40000 - £50000
London
Permanent
published: 05/02/2018
Our client is a leading firm of Financial advisors, seeking  experienced an  (IFA) Independent Financial Adviser.This is an  excellent opportunity for a self-motivated, well organised adviser to service an existing HNW  client base and develop new opportunities.
The Role
·       Strong knowledge of all financial products including; both pension and investments and a clear grasp of protection products.
  • Servicing an existing loyal client base across a broad range of financial products in all financial sectors
·       Creating new business opportunities across a broad range of financial products in all financial sectors
 
Responsibilities include
·       Maintain regular client contact providing assistance when required and ensuring a strong client service
·       Excellent communication and entrepreneurial skills required, being able to communicate across a wide range of client profile
·       Strong focus on growth and intergenerational planning
 
Typically, your client base will consist of:
·       £30m of AUM generating £150,000 of ongoing client agreed remuneration
·       Strong pension, tax planning and investment focus
 
The ideal candidate will have the following:
 
You must be a minimum of level 4 diploma qualified, with the preference either at Chartered or working towards Chartered status.
 
You will have the ability to build upon existing strong client relationships. 
 
Experience in a previous IFA capacity
 
This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career.  Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.<
Apply now
Clients Get in touch
t
0207 199 6263
finding the right person for the right role

Get in touch
t
0207 199 6263
e
info@mwrecruitment.com
finding the right person for the right role