Your new company

Due to retirement, an excellent opportunity has arisen within a very well-established and forward-thinking firm of IFAs for an adviser to take over an existing portfolio, including higher-net worth clients and those with more complex requirements. The firm has invested significantly in technology to maximise efficiencies.

Your new role

Client servicing role, meeting clients face to face either in person, via VC or providing telephone-based advice, reviewing clients' circumstances and needs and making new recommendations as appropriate in clients' best interests. Whilst you will be financially rewarded for generating new business through client review work, there is no new business target.

What you'll need to succeed

Strong client servicing skills, strong relationship-building skills, good technical knowledge, particularly in pensions and investments, the ability to provide excellent levels of client service and retain clients for the long term.

What you'll get in return

A highly competitive remuneration package includes a good basic salary and benefits. Realistic to earn £70k+ from year one. This is an excellent opportunity for an experienced adviser looking for a role with good quality clients to work with.
Will also consider someone from a technical support/paraplanning background seeking to step into an advisory role.

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.