Financial Planner / IFA recruitment
Our client is an award winning, Chartered IFA practice with offices across the Midlands. They specialise in providing a holistic Financial Planning and Investment Management service to a vast portfolio of HNW individuals and corporate clients. In addition, they offer their clients a bespoke Discretionary Investment Management service.
Due to a substantial increase in clients, an excellent opportunity has arisen for an experienced IFA / Financial Planner to join their team and service an existing book of private clients on all areas within Financial Planning and Investment Management.
The ideal candidate must:
• Ideally be a Chartered Financial Planner, or as a minimum, be qualified to Level 4 Diploma in Financial Planning (DipPFS), with an active interest in progressing to Chartered Status within a defined timescale.
• Have experience of dealing with HNW clients
• Have experience of working within a fee based Financial Planning environment
• Have experience of offering a discretionary Investment Management Service
• Be articulate, with excellent communication and interpersonal skills.
In return, you will be provided with an active client bank, full paraplanner support and an attractive remuneration package, including a competitive basic salary and a generous bonus benefits package.