St Ives
We are working with a financial planning firm based in Cambridgeshire who are looking for a Financial Advisor to take over an existing client bank they have. The client bank is worth over 20m AUM and there will be support within the role for anyone coming in.
The Opportunity
The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company‚Äôs client’s moving forward, alongside building and growing this bank further. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package
What’s needed for me to be considered?
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous
Benefits:
- 20-25m AUM client bank to take over from day 1.
- Support towards further exams/progression within the role.
- Company benefits
- Competitive salary with good bonus scheme on top
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 when we assist them in securing a new career!
Job Synonyms:
Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner