Independent Financial Adviser (Re-locate to Edinburgh) - City, Birmingham, United Kingdom, B1
Re-Locate to Edinburgh)
FA - Professional Regional IFA Practice
To £50,000 plus bonus and benefits
IFA required by this national professional practice to work with the business' existing client portfolio, whilst also dealing with leads generated by the firm's fee-earners with all work HNW business conducted on a fee basis.
Dealing with Private Client work you will deliver advice across the full spectrum of Financial Planning including Investments, DFM, IHT, Tax and Retirement Planning, working with a varied client portfolio. You will cultivate internal relationships providing support to maximise the generation of new leads.
You will be a Diploma Level 4 qualified with two years' experience as an IFA operating at the top-end of the Individual Financial Planning arena. You will demonstrate excellent communication skills and the ability to bolster relationships at Partner level. Prefereably Pensions transfer qualified and licensed.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Investment, Insurance, Pension and Wealth Management sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.