I am working with a Cheshire-based IFA company. They have a team of experienced, Independent Financial Advisers offering private and corporate clients quality holistic financial planning advice.
As an independent financial advisers (IFA) and wealth managers, they are committed to providing objective and comprehensive advisory services. They are pension and investment specialists and aim to motivate and help clients fully understand and organise their financial arrangements: to create, preserve and protect capital and achieve their desired lifestyle objectives.
Due to their continued success and growth, they are looking for a Level 4 Diploma qualified Financial Adviser to join their team to work with them at their offices in Northwich.
The successful applicant will have good experience dealing with clients managing and developing relationships. The nature of their work sees them write mainly pension and investment business, so someone with expertise in particular in pensions would also be advantageous.
You will need to manage your diary effectively to ensure that all existing clients are seen in a timely manner and service agreements are maintained. They have an ethical approach to advice and the client is at the heart of all that they do.
• Basic salary up to £40,000 plus bonuses (uncapped)
• Existing client bank
• Flexible working hours
• Excellent benefits package incl 25 days holidays, Pension + DIS
• Friendly Office Environment, regular team building events
• Offices situated just 5 mins off the M6, free on-site parking
• Office closed between Christmas and New Year holidays
If you are interested in applying for this role please contact Andrew Nicholson at Recruit UK on firstname.lastname@example.org or 01179-170415 and quote reference 12760