Job type
PermanentLocation
DerbyshireWorking Pattern
Full-timeSpecialism
Ifa / Financial Adviser / Mortgage AdviserIndustry
Banking & Financial ServicesPay
£60k - £70k + benefits
Financial Adviser / IFA : Client Servicing Role : £60k - £70k + benefits
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 of good quality clients.
Your new role
Servicing an existing client bank providing independent advice across the full range of financial planning with a focus on investments, pensions and protection. Client meetings can be either in person, via VC or over the telephone. Your role is to review clients' circumstances and needs and make new recommendations in the client's best interests.
What you'll need to succeed
Minimum Level 4 Diploma qualified, strong client servicing and 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.
This is an excellent opportunity for an adviser seeking to utilise their advisory skills in a servicing role or an experienced paraplanner seeking an advisory role with no new business targets.What you'll get in return
A highly competitive package including £55k-£60k salary plus bonuses and good benefits.
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.
