Independent Financial Advisor - HNW Clients provided

We are pleased to be working with this national well established and leading wealth management firm which, due to continued growth of their client base, currently requires several Independent Financial Advisor / IFA to provide expert advice to their HNW clients.

Candidates will provide holistic financial planning to prospective and existing clients in a compliant manner. You will provide exceptional client service in order to ensure long term relationships with clients whilst adhering to the FCA principles of TCF. This role will be supported by our team of experienced and motivated Paraplanners / Sales Support staff who will be amongst other duties be responsible for report writing.

We seek candidates who are qualified to Level 4 / Diploma as a minimum, strong technical knowledge to include tax and pensions. You will have a proactive and mature work ethic and having gained a number of years experience at this level. Candidates will ideally come from an independent environment, although candidates from a tied or bancassurance environment will also be strongly considered.

In return our client is looking to offer a competitive basic salary, full lead / client provision, as well as an excellent benefits and bonus package including pension contribution, DIS, PHI etc.

Reference2221111
Sector Financial Services
Region East Anglia
LocationChelmsford
Salary£35,000 to £55,000
Job typePermanent

Introduce someone to this job via

Business news

4th April 2020

BA cabin crew contract virus on long-haul flights

Pilots and cabin crew say the airline was slow to take action to protect them from the coronavirus.

3rd April 2020

Coronavirus: 'I don't want a flight voucher, where's my refund?'

The airlines' trade body wants to give vouchers for cancelled flights but passengers are unhappy.

Submit a Vacancy

Submitting a vacancy is as easy as completing our online form.

Why choose us?

  • We target the whole of the UK
  • Your vacancy will apear on our site within 1 day
  • We have a large database of quality candidates
  • We send out newsletters to all our candidates

Start here

Latest news

Change of Address!

Switch Recruitment are pleased to announce we have moved into new premises as of 4th November 2013.

Read more