Job Description
An award winning IFA firm with over 60 staff and £1Billion AUM is looking to take on an employed Financial Advisor in the North of England. You will have access to leads from their professional introducers providing Financial Planning to HNW individuals.
You will have the support of Paraplanners and an Admin team to ensure you can focus on business development and relationship building.
The management team prides itself on empowering its people to succeed and is a values lead business.
You will be advising on:
Protection
Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS Pensions including PPs/FAD/Annuity/ SIPP/SSAS
IHT, Trust Planning and Corporate Advice
To be considered:
Experience Advising HNW individuals is essential
Level 4Diploma
The capability to explain complex information simply and clearly
The ability to network and establish relationships with clients
Research and analytical skills
Perks on offer include:
Christmas Closure
Competitive Bonus Scheme
Perkbox Scheme
Pension
Private Medical Insurance
Death in Service
Fully Funded Summer and Winter Social Events
