IFA

Job details

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Location Welwyn, United Kingdom
Date Posted 11th April 2019
Category Wealth or Financial Adviser / IFA
Sector Investment
Pensions
Retirement Planning
Salary £50,000 to £75000 + on-going bonus and bens inc DIS, PMI and pension.
Industry IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4
Work Hours Full
Reference 4988
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

IFA

Hertfordshire

£50,000 to £75000 + on-going bonus and bens inc DIS, PMI and pension.

My client is a long established Chartered Accountants and IFA and is seeking to recruit a senior consultant who has substantial experience with high net worth clients and will be used to working in a fee charging practice.

With retirements the company is looking for an IFA to look after these clients and build the business through networking and referral or with your own clients. There will be other opportunities developing over the next 3 years which could be very attractive. You must be aiming to be, or are already, chartered.

You should be reasonably experienced in all areas of financial planning covering investments, pensions, protection planning and corporate financial planning. You should have a reasonable understanding of portfolio construction and asset allocation.

This is a great opportunity where the company will provide you with every opportunity to develop your career in  a forward thinking , multi award winning company.

Full paraplanning support is provided. You should possess a team ethic, and be confident dealing with a wide range of sophisticated cases.

Ref: 4988

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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).