Description
IFA
Surrey
Negotiable from £55,000 + benefits and bonus
My client is a leading firm of firm of Independent Financial Planners who have the expertise to offer a comprehensive range of investments and pension solutions for clients.
They are looking for an experienced IFA to provide on-going advice and support to the company’s long established and wealthy clients as well as those gained through acquisitions. You will be providing regular reviews and identify opportunities to gain top-up business to an existing client bank. You will need to be really good at building trust and used to providing financial planning advice to very wealthy individuals.
Key Requirements:
- Experienced Adviser with gravitas.
- Have a positive sales manner, motivated and driven.
- You should be technically competent and have experience of providing a broad range of advice and be able to build good working relationships with the company’s clients.
This is a great opportunity to join a leading firm, with an excellent reputation.
Ref 5165
