Independent Financial Advisor

We are pleased to be supporting a well established and expanding wealth management business seeking to recruit an experienced new business focussed Independent Financial Planner to join their team providing high level of advice and support to clients across pensions, investments and protection.

Responsibilities:

• Candidates will work with both existing clients as well and looking to cultivate new relationships with clients and professional introducers, or those within our clients employee benefits arm requiring member advice.
• You will be responsible for leading presentations, tenders and proposals for clients in relation to new business whilst seeking to build additional partnerships and referral sources.

Experience:

• The successful candidate will ideally be an experienced and Independent Financial Planner (IFA) used to dealing with a range of clients.
• We seek a candidate who is atleast Level 4 / Diploma qualified and who has strong technical knowledge to include investment and pensions.
• This role will be supported by our clients team of experienced and motivated Paraplanners / Administration staff who will be amongst other duties be responsible for report writing.
• Candidates need to have excellent communication, presentation and business development skills.
• Candidates need to ideally be qualified to Level 4 / Diploma in Financial Planning, although this is not essential.

In return, candidates can expect to receive a competitive basic salary and excellent benefits and bonus scheme