IFA
- Job reference
- D268428
- Location
- Preston, Lancashire, United Kingdom
- Start date
- To be arranged
- Sector(s)
- IFA jobs
- Contract type(s)
- Full time
- Salary
- £To be agreed
- Date posted
- 28/01/2016
Description, duties, responsibilities
With a superb reputation in the Lancashire area my client are looking for a motivated, enthusiastic Financial Advisor to look after their loyal and HNW clients.
This is an excellent opportunity for an experienced individual to join a continuously growing Financial Planning department. They are an award winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.
You will be providing holistic advice to internal and external clients, so must be be a good networker and business developer.
The ideal candidate:
Have the experience to pro-actively manage new client referrals to generate fee income for the business, whilst upholding the values of the firm in a compliant manner.
Be able to adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively.
Have extensive knowledge of pensions, investments, protection, tax planning and trust arrangements.
Be willing to achieve Chartered status
For more information please contact nikki.atkinson@clarkjames.co.uk quoting ref: NXA124879