Your new company
Due to retirement, an exceptional opportunity has arisen within a well established IFA practice for a Client Servicing Adviser to take over an existing portfolio of good quality clients. Flexible working culture, advisers manage their own diaries, no requirement to be office-based.

Your new role
Client-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be provided. This is a high-end client servicing role, with no new business target.

What you'll need to succeed
Strong client servicing skills, good technical knowledge particularly in pensions and investments, strong relationship-building skills. This is an excellent opportunity for either an experienced adviser seeking to utilise experience in a client servicing role or an experienced Paraplanner seeking an advisory role.

What you'll get in return
Employed role offering a highly competitive package including good basic salary and bonuses, including a retention bonus to recognise your success in providing excellent client service plus bonus on all new business generated (no validation).
Good benefits package including pension contribution, PHI, PMI, support to attain further professional qualifications if desired.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.