Overview

Are you a qualified Level 4 IFA with over 12 months’ experience ?

An exceptional opportunity now exists to join our client, a bespoke Independent Wealth and Financial Planners based within the Sheffield area, who due to increased business success nationally are now seeking to increase their team. Our client offers a bespoke advisory service to all levels of clients on a national basis and in particular, offer a specialist service to both high and ultra net worth clients offering investment and retirement planning advice.

The Role

As a fully qualified IFA with over 1 years + experience you will provide wide ranging and bespoke advice to a large and existing portfolio of clients a daily basis. This opportunity requires a professional IFA who is Level 4 Diploma qualified and has previous expertise and experience dealing with a portfolio of high net worth clients. The client would also consider applicants who wish to work on a self-employed basis working from the office or home environment!

Skills

Fully qualified IFA Level 4
1 year + servicing clients
Professional and articulate
Strong knowledge of pensions and investment products
Previous experience of dealing with High Net Worth clients desirable
Salary: £40,000 to £50,000 plus bonus, up to £80-£100K OTE + EXCELLENT BENEFITS PACKAGE!

For further information and to o apply for this position please forward your CV to our commercial team .