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Experienced IFA : Servicing Existing Clients

Experienced IFA : Servicing Existing Client Bank : Cumbria : to c£50k basic

Your new company
Due to retirement,. an excellent opportunity has arisen within a highly respected, well established firm of IFAs for an experienced Financial Adviser (IFA) to take over an established client bank.

Your new role
Employed role providing independent advice across the full range of financial planning to long standing private clients with whom strong trusting relationships have been built over many years. Working as part of a highly professional team, you will be provided with very good levels of administration and paraplanning support. Culture of the company is focused on client service not sales targets, ensuring clients are provided with financial planning solutions tailored to their needs at all times.

What you'll need to succeed
Essential to have at least 5 years' recent experience as an IFA, be Level 4 Diploma qualified, preferably Chartered or progressing toward, possess strong client servicing skills, excellent relationship building skills and have a passion for ensuring clients interests are at the heart of all advice. Experience of ESG/ethical funds desirable.

What you'll get in return
In addition to a competitive employed package including good basic salary and rewarding bonus structure, this is an excellent opportunity to join a very good employer which values its staff as evidenced by low staff turnover. Very good working environment.

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.
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Summary

Job type:
Permanent
Working Pattern
Flexible Working, Full-time
Industry
Banking & Financial Services
Location
Cumbria
Specialism
IFA / Financial Adviser / Mortgage Adviser
Pay
to c£50,000 basic + bonus + benefits
Ref:
3823096
Apply Now

Talk to a consultant

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

4th Floor, City Tower, Piccadilly Plaza

Telephone: 0161 236 2622

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