Our client, the Wealth Management arm of a leading Insurance and Employee Benefits business with offices throughout the UK, is currently looking to recruit a new IFA in Bristol to replace a member of the team who recently left.
Responsibilities of the role include providing independent financial planning advice to existing clients along with owners and senior stakeholders within clients of the insurance business across. This is a fantastic opportunity for an ambitious consultant to join a quality practice with high value clients. The role is fully supported with administration and paraplanning allowing the adviser to focus on building relationships and generating fees.
Successful applicants will be Level 4 Diploma qualified, hold current competent adviser status and a Statement of Professional Standing. In addition you must be comfortable presenting at board level and demonstrate a high degree of professionalism commensurate with the status of the position. In return, remuneration consists of an attractive salary and benefits package and an achievable bonus structure allowing consultants to earn considerably more.
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Lynn - Sales Support Consultant, Cardiff