Independent Financial Adviser

4 weeks ago


Crewe, United Kingdom Heat Recruitment Full time

Our partner is a bespoke independent Financial Planners who are looking to add an experienced financial adviser to their thriving practice. The main focus of the business is to provide highly bespoke financial advice to private and commercial clients.
**The Opportunity**

The opportunity here is for a Financial Advisor with a professional and level-headed approach to come in and help provide advice to the clients generated through the firms lead source.
The practice has grown to manage circa. 40M AUM in it's short life so far and this was grown exclusively through referrals. Business has been going from strength to strength and the director wants someone to come in and be their 'right-hand person' and assistin all areas of advising clients, both new and existing.
They can be very flexible in terms of the package and can offer long-term progression to become a senior figure within the company.

**What next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
**Synonyms**: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT


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