Financial Advisor - England, United Kingdom - Search Consultancy

Search Consultancy
Search Consultancy
Verified Company
England, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
IFA/ Financial Planner


Region:
West Yorkshire

£60,000-£100,000 base dependent on experience


Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national financial firm.

Due to ongoing expansion, they now have an opportunity for a Financial Advisor to join their team.

You will be joining the organisation at a very exciting time as they have introducers in place and a client bank to inherit.


There is a very competitive bonus structure in place and you are able to negotiate your own fees to clients.

You have a lot of autonomy but must be commercial at the same time.

Duties of the Financial Planner:

  • Provide advice on personal risk management, investment planning, estate planning, tax efficient investment, retirement planning, and lifetime cash flow
  • Providing advice for clients while ensuring the best possible client journey and customer outcome
  • Providing clients with comprehensive verbal and documented recommendations, in line with best practice
  • Able to identify easily a clients future goals

Requirements of the Financial Planner:

  • At least 3 years experience advising
  • Minimum of Level 4 Diploma
  • CAS status and SPS must be up to date
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