IFA

Posted 13 June by Pinstripe Personnel

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Independent Financial Adviser

Leicester

Hybrid or Office Based

Existing client base ( Retiring Adviser ) to service

OTE £70,000+

An customer centric, well established Independent Financial Planning firm is looking to appoint an experienced financial adviser or IFA. They have been trading for over 40 years and have an excellent reputation, providing holistic advice to a wide range personal and corporate clients.

The role can be office based or hybrid. The office is 20 minutes south of Leicester city centre and can be used for client meetings and the administration team are based there.

There is a large existing client base to service and build upon. The client base belonged to a retiring IFA who has worked for the firm for a number of years.

In return there is a competitive package with an achievable and genuine bonus structure which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

Required skills

  • Existing Clients
  • Financial Advice
  • Financial Planning
  • Holistic Financial Planning
  • Wealth Management
  • Independent Financial Advice
  • financial adviser
  • client bank
  • hyrbid working

Application question

are you DipFA or equivalent qualified?

Reference: 52864214

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