Chartered Financial Planner

Description, duties, responsibilities

Chartered Financial Planner
Location: North Somerset
Salary: £40,000 - £70,000

Having been established for more than 30 years our client is a Chartered practice that has an opportunity for an IFA to join their highly experienced team.
As a company they provide independent financial planning and investment services to private, trustee and corporate clients.
They also work very closely with other professional firms in order to offer clients a full holistic service.
The majority of clients sit in the UHNW sphere, so they are seeking an adviser with gravitas and the experience of dealing with this calibre of individual.
As their advisers are mostly Chartered or Certified Financial Planners they are committed to reinforcing the highest standards in all of their business dealings.
They are currently receiving a high level of enquiries from potential new clients via their own lead generation and professional connections, so they are looking for a dynamic adviser that really wants to grow their career as quickly as possible, to take ownership of these leads.
Whilst there is lead generation support, you will be expected to maintain and develop these leads via cross selling and referrals.
The role is employed and offers an excellent bonus structure within a highly stable working environment.
This opportunity will be suitable for individual self-employed advisers that are looking to return to an office based working environment, or alternatively advisers that feel their current firm does not have the structure in place to offer a premium service to UHNW clients.

For more information please apply on line or get in touch quoting ref VF1/10713