||This highly professional firm is looking for a Level 4 Qualified holistic financial adviser to join them with a view to long-term career development.
The Company is a Financial Planning Practice with private and corporate clients throughout the UK. They are directly authorised and offer an independent and highly professional service. The company specialises in investments, pensions and long term care advice for its clients. Success has come through regular recommendations from satisfied clients.
The role will involve regular client meetings, presentations and running seminars. You will be provided with a comprehensive compliance structure, along with technical and administration support to ensure your success.
You will work closely with the Directors on an existing client base that has scope for further growth. In addition, you will have the opportunity to develop new contacts and to follow up on the regular flow of referral business. There would certainly be scope to discuss the integration of an existing client base.
To be considered for this opportunity, you will need to be a financial planning professional, at least Level 4 qualified, with Competent Adviser status. It would be highly advantageous to have also passed the CF8 Long term care exam. Support will be given by the practice for you to pass this qualification, and also for you to obtain Chartered Financial Planner status. Your career to date could be with a bank or financial adviser firm. Perhaps, you have been running your own practice, but now want the addition of security, support and camaraderie.
This is a long term journey. Joining the firm as an adviser, and growing in your role to understand the client base. Initially, the position will offer a basic salary and a generous performance related bonus. There is scope for this progress through to director and shareholder level.