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High Net Worth IFA - Central London

This job is no longer available

Recruiter
Morris Jones
Posted
21 March 2012
Closes
20 April 2012
Ref
B659380IBM
Contact
Mr Bryn McMillan
Location
Central London
Contract Type
Hours
Salary
OTE £50,000 - £70,000

Further information

Ref:

B659380IBM

Job Title:     

High Net Worth IFA – Central London 

Salary:          

Realistic OTE - £50,000

Overview:

An excellent opportunity has arisen for 2 or 3 experienced Independent Financial Advisers (IFA's) or financial advisers from wither a tied or multi tied background to join our client who is a HNW IFA firm based in the heart of London's financial services sector. Working with this prestigious, and very well respected IFA firm, you will work alongside a team of experienced IFA's and provide regulated advice on all aspects of personal and corporate financial planning.

Main Duties:

An excellent opportunity has arisen for 2 or 3 experienced Independent Financial Advisers (IFA's) or financial advisers from wither a tied or multi tied background to join our client who is a HNW IFA firm based in the heart of London's financial services sector. Working with this prestigious, and very well respected IFA firm, you will work alongside a team of experienced IFA's and provide regulated advice on all aspects of personal and corporate financial planning. You will required to work with your existing client database and provide holistic financial planning advice in all aspects of personal financial planning, including protection, pensions, savings and investments. Our client will provide the successful IFA's, or Financial Advisers with excellent office facilities, including phones, stationary, full admin support including IT, secretarial and marketing support as well as the opportunity to work within a team environment. 

Our client also offers suitable applicants an opportunity to work alongside the office manager servicing the existing database of loyal clients that have been developed and generated over the past 20 years. 

Key Skills:

Applications will be considered from individuals with the full Financial Planning Certificate (FPC) (or equivalent) and ideally working towards the diploma qualification. You must possess an excellent working knowledge of all aspects of personal financial planning including protection, pensions, savings and investments. The successful applicants must also have a proven ability to deal with high net worth/professional clients access to own existing client bank, demonstrate a minimum previous year earnings of £50,000+.

Summary:

This is an excellent opportunity for an experienced IFA, or Financial Adviser who requires additional clients to work with or for an experienced Financial Services individual who is currently working on their own and is wanting to work in a team environment with full administrative support provided. This role would also suit an experienced IFA who is not prepared for the massive changes within the Financial Services industry with RDR looming. 

Meta Title:     Job Vacancy, IFA, Independent Financial Adviser, Tied Financial Adviser, Financial Adviser, CeFA, FPC, CF, Cert PFS, Diploma, London

Meta Key:     Job, Vacancy, Recruitment, Morris Jones, Bryn McMillan, IFA, Independent Financial Adviser, IFA, Financial Adviser, Tied Financial Adviser, CeFA, FPC, CF, Protection, Pensions, Savings, Investments, HNW clients, Financial Planning, Corporate Financial Planning

Morris Jones