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IFA / Servicing Adviser

IFA : Servicing Existing Clients : Altrincham : to £60k basic + bonus


Your new company 
Highly reputable, progressive firm of IFAs has an exceptional opportunity for an adviser to service a HNW client bank.

Your new role
Client facing role providing independent advice to clients with typically £300k+ investable assets.  Clients are long standing clients which have been well looked after to date.  Full administration and paraplanning support.  This is an exceptional opportunity for an IFA with at least 2 years experience seeking career development or a more experienced IFA seeking a servicing role.

What you'll need to succeed
Minimum Level 4 Diploma and ideally be Chartered or progressing towards, proven experience of advising clients face to face as an IFA/Wealth Planner, strong client relationship skills, excellent communication skills, a high level of professionalism.

What you'll get in return
Highly competitive basic salary plus performance-related bonus and good benefits package including full support to achieve further professional qualifications.

What you need to do now
If 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 on your career.


Summary

Job type:
Permanent
Industry
Banking & Financial Services
Location
Sale
Specialism
Financial Services
Pay
to £60,000 + bonus + benefits
Ref:
3346849
Apply Now

Talk to a consultant

Talk to Linda Leon, the specialist consultant managing this position, located in Manchester

City Tower, Piccadilly Plaza, Manchester, M1 4BT

Telephone: 0161 236 2622
For 50 years we've used our expertise to help people transform their careers.

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