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Switch Recruitment
,
Leeds, West Yorkshire
Independent Financial Advisor - Existing Client Bank Provided
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Job Type: Full-time |
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Salary: £45,000 per annum |
Overview
Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA) to manage an existing client bank of HNW clients. The candidate should be an experienced IFA ideally used to dealing with a range of HNW / Corporate clients. We seek a candidate who is Level 4 / Diploma Qualified and ideally working towards Chartered status, has strong technical knowledge to include a range of investment and pension business is essential as is a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by a team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing. In return my client is looking to offer a competitive basic salary as well as an excellent benefits and bonus package.