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Independent Financial Advisor
Job Posted: 5 days ago
Salary: £ 50,000/Annum
Job Type: Permanent
Location: Chester
Expire in: 23 days
Job Description
Due to growth and expansion this Independent Financial Advisor opportunity has arisen, offering you a structured career progression pathway and exam support, professional development support, a negotiable basic salary of circa £50,000 pa plus performance related bonuses and a comprehensive benefits package.
As an Independent Financial Advisor, you will be working alongside a leading law firm and have the ability to collaborate, cross-refer business opportunities and build relationships. You will have a high net worth client base and in-house professional introducers alongside full paraplanning and administrative support.
Your key responsibilities will include:
Providing holistic financial planning advice to HNW private and corporate clients.
Developing and maintaining strong professional relationships.
Collaborating with internal teams and professional partners.
Managing and growing the existing client portfolio.
Ensuring compliance with FCA regulations and company procedures.
We are keen to speak to people about this an Independent Financial Advisor role with the following skills and experience:
Demonstrable experience in a Financial Advisor role.
UK Diploma qualified or Chartered plus CAS status.
Experience working with and advising high net worth clients.
Strong commercial acumen.
You will be joining the team of a distinguished IFA Practice in the North-West that has cultivated an exemplary reputation in holistic financial planning. The business has developed an outstanding reputation for delivering comprehensive solutions to both private and corporate clientele.
To succeed in this position, you need to be exceptional at creating and developing relationships and be client focused. The company is looking for a collaborative, motivated focused individual looking to grow personally and professionally within this great company.
If this sounds like the Independent Financial Advisor opportunity for you, click the apply link online and send an updated copy of your CV today!
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