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26 days ago
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Independent Financial Adviser - Stokenchurch


Additional Resources Ltd
Salary:
Location: Buckinghamshire
Job type: Permanent
Contact: Muriel
Category: Finance Office Jobs
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Independent Financial Adviser - Stokenchurch

Salary: Competitive! - DOE

Key words: Financial Adviser, Financial Services, planning, investment, Adviser

The Role

Our Client is 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. Our Client is currently looking for an IFA to join its team following continued growth of 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.

Our Client 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.

Key Requirements:
• QCF Level 4
• 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.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
Independent Financial Adviser - Stokenchurch

Salary: Competitive! - DOE

Key words: Financial Adviser, Financial Services, planning, investment, Adviser

The Role

Our Client is 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. Our Client is currently looking for an IFA to join its team following continued growth of 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.

Our Client 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.

Key Requirements:
• QCF Level 4
• 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.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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