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Junior IFA, South West London
- UK - South West London
- £30000 per annum + Bonus + Benefits
- Full-Time Permanent
- Financial Services - IFA
- Hillman Saunders
- 13-06-08
Job Description
We currently have a unique opportunity for a Para planner/junior IFA who is looking to develop their career within a forward thinking fee-charging brokerage.
The primary responsibilities of the role will be supporting a senior IFA, letter\report writing, liasing and building relationships with HNW clients. As the role develops applicants will be expected to study for their CF qualifications (if they haven't already got them) and take on additional sales responsibilities initially by shadowing one of the senior IFA's and then by developing a small client bank of lower-ticket business that will increase in value with experience.
Applicants wishing to apply should have experience within the financial services environment ideally working as a Para Planner with desires of becoming an IFA.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
The primary responsibilities of the role will be supporting a senior IFA, letter\report writing, liasing and building relationships with HNW clients. As the role develops applicants will be expected to study for their CF qualifications (if they haven't already got them) and take on additional sales responsibilities initially by shadowing one of the senior IFA's and then by developing a small client bank of lower-ticket business that will increase in value with experience.
Applicants wishing to apply should have experience within the financial services environment ideally working as a Para Planner with desires of becoming an IFA.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
- Recruit
- FA9666JP