8 months ago
Independent Financial Adviser - Stokenchurch, Buckinghamshire
Very Competitive Salary Depending On Experience
Our client is are independent financial advisors, their beliefs are that truly holistic financial advice is not common. It requires independence combined with a creative approach and input from specialists where necessary. In addition, the ability to work closely with clients’ other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes.
Working out the complex financial jigsaw can be a time consuming process in this busy world and often results in confusion or misinterpretation of key information.
Our client help you put all of the right pieces together to complete this jigsaw and provide the most appropriate and beneficial solution for your requirements. They pride themselves on the fact that the majority of their clients are referred to them by accountants and law firms and they believe that the strength, depth and competitiveness of their proposition really does separate them from the crowd.
Our client currently require an IFA to join its team following continued growth within the business. They are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors, the source of the majority of the business introduced to the company.
Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch.
The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company.
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients.
You will be required to conduct comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.
Ideally you will have 4+ years’ experience in the market providing advice to clients.
In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.