A well-established, growing Wealth Management business who offers regulated and specialist advice to both individuals and businesses across the UK; covering Pensions and Retirement Planning, Investments, Protection, IHT Planning and Tax Mitigation, and Lifetime Cashflow Modelling.
The company has been around for more than 40 years, is fully independent and whole of market.
The Opportunity
Due to company growth, there is an exciting opportunity for an experienced Financial Planner to join the team. The company are searching for an entrepreneurial individual confident of their client following, who have the ability and drive to build new professional connections and facilitate business relationships.
You will be supported by marketing, senior leadership and a well-resourced operation team to increase your visibility across the region.
This will allow you to hone your skills and build a business within a business. Focusing on providing holistic, whole of market advice to existing and new prospective clients across the region.
Knowledge, skills and abilities
Proven track record of advising and servicing high net worth clients
Qualified to a minimum level 4, diploma in Financial Planning or equivalent
Comprehensive knowledge of applicable FCA rules
Ability to effectively manage a portfolio of clients
Proven record of developing new business through a variety of initiatives
Excellent interpersonal skills and proven record of developing long term client relationships
Excellent written and verbal communication skills
Develop relationship with professional introducers
IFA, Leicester (CW-1822)
A well-established, growing Wealth Management business who offers regulated and specialist advice to both individuals and businesses across the UK; covering Pensions and Retirement Planning, Investments, Protection, IHT Planning and Tax Mitigation, and Lifetime Cashflow Modelling.
The company has been around for more than 40 years, is fully independent and whole of market.
The Opportunity
Due to company growth, there is an exciting opportunity for an experienced Financial Planner to join the team. The company are searching for an entrepreneurial individual confident of their client following, who have the ability and drive to build new professional connections and facilitate business relationships.
You will be supported by marketing, senior leadership and a well-resourced operation team to increase your visibility across the region.
This will allow you to hone your skills and build a business within a business. Focusing on providing holistic, whole of market advice to existing and new prospective clients across the region.
Knowledge, skills and abilities
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