Our client, an Independent Financial Adviser (IFA) and a leading Wealth Management firm located in the heart of the City of London, has returned to the marketplace to recruit a high calibre and experienced IFA, to join a dynamic and challenging team of advisers. Due to exceptional growth and ambitious growth plans, the organisation wants to add another adviser to serve/provide holistic financial planning advice/service to an expanding directory of prestigious wealth creation clients.
The firm's proposition is strong and reflects an advisory house of a 'New Model Adviser', where the advice process is provided in-house, on a fee only basis and a WRAP platform is used. All employees are salaried and as a directly authorized firm the regulatory compliance function/reporting is the responsibility of the company.
You will be supported in your quest to advance your professional qualifications. You will be fully trained and managed throughout your career. The firm fosters a strong team spirit and everyone is encouraged to excel and reach his or her full potential. The candidate can expect to pursue a career in a professional boutique Wealth Management firm with a strong City presence and with over 110 years of advisory experience.
Support:
An experienced Administration and Paraplanning team will support you.
Professional Qualifications:
The successful applicant must hold Certificate of Financial Planning or a recognised equivalent, and be Diploma qualified, or on target to be Diploma qualified by the end of 2012, while possessing the ambition to achieve chartered status thereafter.
You must be an experienced IFA with a proven track record of beating KPI's
You will need excellent inter-personal, communication skills, drive and entrepreneurial talent
You will need to have excellent analytical skills and be able to work in a structured and planned manner
You must ensure that the firm's high standards of client care (TCF) are met by demonstrating competence throughout the advisory process
You will be required to service an existing client-base and assist the company in introducing new clients
You must achieve and retain CAS status (employer benchmark)
You must satisfy the FSA requirements for an approved person
You must have a clean credit history
You will need excellent inter-personal, communication skills, drive and entrepreneurial talent
You will need to have excellent analytical skills and be able to work in a structured and planned manner
You must ensure that the firm's high standards of client care (TCF) are met by demonstrating competence throughout the advisory process
You will be required to service an existing client-base and assist the company in introducing new clients
You must achieve and retain CAS status (employer benchmark)
You must satisfy the FSA requirements for an approved person
You must have a clean credit history
Who should apply: Experienced IFAs or multi-tied advisers keen to move into private practice; also advisers who have historically worked on a fee-basis and those individuals with a transferable client-base are urged to apply.
To apply for this fantastic opportunity, please click here.
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