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HNW Independent Financial Adviser, North Wales

Independent Appointments
  • UK - North Wales
  • c£25k to c£40k. OTE c£65k + Benefits
  • Full-Time Permanent
  • Financial Services - Accounting
  • Independent Appointments
  • 24-06-08

Job Description

A new opportunity has arisen for a qualified IFA to join an established national IFA practice covering the North Wales area, you will give clients advice on all issues including Pensions, Investments and Protection.

Job Profile
A new opportunity has arisen for a qualified IFA to join an established national IFA practice covering the North Wales area, you will give clients advice on all issues including Pensions, Investments and Protection. You will be required to come on board to service some active orphan client bases where there is a massive amount of group pensions work along with lots of Investment needs. There will be an office base with some administrative support but predominantly field based visiting clients in their homes. You will be encouraged and supported in developing a lasting business plan whereby business will be put on trail rather than up front work with a view to you being in a position to move self-employed within 2 years and increase your earnings potential considerably.

Applicant Requirements
You should be an IFA or Multi-Tied adviser applications may be considered from tied advisers who have good technical qualifications and technical knowledge. You MUST hold a minimum of the FPC or equivalent and have the desire to study further. Ideally you will have a small client base or contacts of your own but this is not essential as leads will be provided. You must be a self-starter with the ability to motivate yourself.

Company Profile
Established in the late 1960's, through a programme of acquisition, the creation of a sister company and recruitment of high quality Financial Advisers, the Company has now evolved to become one of the UKs leading firms of Independent Financial Advisers, with a network of 29 offices across the UK, servicing both private and corporate clients.

  • Richard Townsend
  • 36957
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