Experienced Adviser/IFA: Client Bank Provided
JOB_52659774618159Job type
PermanentLocation
LancashireWorking Pattern
Flexible Working,Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
To c£70,000 + bonus
Servicing Adviser/IFA : Client Bank Provided: Lancashire: to c£70k + bonus
Your new company
Due to retirement, an excellent opportunity has arisen within a well established IFA practice for an experienced 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
Solid advisory experience, good technical knowledge particularly in pensions and investments, ideally experience of advising higher-net worth clients and dealing with more complex areas of advice, strong relationship building skills.
What you'll get in return
Employed role offering a good basic salary plus bonus to reflect your success in retaining clients and AUM.
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.
Due to retirement, an excellent opportunity has arisen within a well established IFA practice for an experienced 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
Solid advisory experience, good technical knowledge particularly in pensions and investments, ideally experience of advising higher-net worth clients and dealing with more complex areas of advice, strong relationship building skills.
What you'll get in return
Employed role offering a good basic salary plus bonus to reflect your success in retaining clients and AUM.
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.
Experienced Adviser/IFA: Client Bank ProvidedJOB_526597746181592024-10-162025-01-13
Talk to Linda Leon, the specialist consultant managing this position
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JOB_52659774618159