IFA

Job details

Back
Location Harpenden, United Kingdom
Date Posted 28th August 2019
Category Wealth or Financial Adviser / IFA
Sector Retirement Planning
Wealth Management
Salary Negotiable basic and bonus structure
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 5037
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

IFA

Hertfordshire

Negotiable basic and bonus structure

My client is an established firm of Wealth Managers dealing with high net worth clients in the Hertfordshire and Bucks area. They offer their clients exceptional independent financial advice on all areas of pensions, protection, estate planning and wealth management combined with a wide range of centralised investment services including discretionary fund management where appropriate.

They are passionate about using the latest technology to show clients how to achieve long term financial security. They have an excellent operating systems and administrative and paraplanning support to ensure you’re given the opportunity to deliver the highest standard of advice and service to clients – making the most of your time and expertise.

They’ve built there business on high standards of advice and will introduce you to their clients. They also take your personal development very seriously and will help you to develop your knowledge and skills.

Skills and experience  

They are looking for a recently qualified IFA that is looking for a long term career in an IFA. You must therefore be  diploma qualified but also have some experience in sales. You will need to be computer literate, have energy, enthusiasm and drive and be a good team player. You must have the ability to build and develop new and existing relationships and be highly self-motivated, honest and ethical.

This is a salaried position where there will be bonuses based on the business written. So, if you’re ambitious, self-motivated and ready to make the next step in your career, this is a role for you.

Ref : 5037

Drop files here browse files ...
Share this page:

About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).