IFA

  • Location

    Chippenham, Wiltshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £45000 per annum + Bonuses + Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2519_1594649088

  • Published:

    3 months ago

  • Expiry date:

    2020-08-12

  • Startdate:

    ASAP

  • Consultant:

    #

MB Fitzgerald are working with a boutique Chartered Financial Planning practice to recruit an employed Financial Adviser. The organisation is well established, growing and have an excellent reputation for providing very high level of financial advice.

They are now recruiting for a Financial Adviser who can service a good sized HNW client bank, the clients will be passed across from the firms Directors. You will be expected to service these longstanding clients and provide them with high quality advice, the ideal candidate will be comfortable spotting new business opportunities from these clients to help organically grow the client base.

You will be provided with full Paraplanning and Administration support from the companies in house team. The role will be based at home/on the road and will involve occasional visits to the office to meet with clients that like to come in.

The client is offering a competitive basic salary plus bonuses and company benefits.