Position: Employed Financial Planner Location: HORSHAM Salary: £35,000 - £40,000 Per annum The client: There is a fantastic opportunity here for a successful IFA to join a well-established and growing practice in the West Sussex area. It’s a growing practice with a great industry name, and which focuses on providing a highly personalised financial planning and investment management service for their clients – whose interests remain at the heart of everything they do. The opportunity: The business seeks financial planner with a proven track record. You will have the opportunity to service a considerable number of existing clients for the practice and provide high quality financial advice in line with the firm’s regulations and expectations. As a Chartered practice, this particular business prides itself on providing unrivalled levels of service and advice to their clients. You will be given the opportunity to build your career and supported by the firm to work your way through further qualifications and develop your professionalism. What’s needed for me to be considered: •
Level 4 Diploma qualified and keen to progress towards Chartered Status.
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Previous experience within a fast-paced IFA Practice.
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High level of analytical capability and good communication skills.
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Excellent client facing skills.
Position: Field Manager of Financial Planning Location: EAST MIDLANDS Salary: £50,000 - £60,000 Per annum The client: This award winning, well-respected IFA practice seeks to build a long term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case. They have multiple offices and are a very well-established business which is expanding quickly. They pride themselves on their professionalism and the quality of the service that they provide. The opportunity: The perfect candidate will be pro-active and forward-thinking as well as technically minded. They will benefit from an excellent package as well as exam support and a rich office culture. It is a fantastic position for an experienced financial adviser to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications. On top of this, the adviser will be tasked with managing the sales team across the Midlands area, to ensure that highest level of service is being provided to the firm’s clients. What’s needed to be considered: •
Previous experience advising within an IFA firm and a strong track record.
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Experience of managing in sales-based environment.
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Level 4 diploma qualified and ideally working towards Chartered status.
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Good working knowledge of the FCA regulations and other relevant legislation.