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Prosfessional Practice IFA

  • Location

    York

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £45000 - £55000 per annum

  • Contact:

    Gary Raine

  • Contact email:

    gary.raine@bwd-search.co.uk

  • Contact phone:

    0113 274 3000

  • Job ref:

    PPIFA1

  • Published:

    about 1 month ago

  • Duration:

    n/a

  • Expiry date:

    2019-05-10

  • Startdate:

    2016-11-18

  • Consultant:

    #

Due to continued growth our Client are seeking an experienced financial planner to work within a professional practice environment across two of their successful Yorkshire offices.

You will be responsible for the advising of client’s needs across the full spectrum of personal financial planning needs, your strong relationship building skills will allow you to cultivate internal relationships which in turn will offer you access to some high profile Clients, your ability to work proactively with existing and orphan clients will compliment these leads sources and see you run a very active diary.

The internal administration and paraplanning support you receive will allow you to focus on providing advice and spending more time in front of Clients, these client meetings taking place predominantly in the company’s premises with a small amount of work conducted in clients homes.

Applications are invited from advisors of all backgrounds with applications also invited from senior paraplanners who hold the Diploma in Financial Planning and some Client facing experience.
On offer is a basic salary of up to c£55,000, pensions, bonuses and some additional fringe benefits