Financial Adviser

4 weeks ago


St Helens, United Kingdom Heat Recruitment Full time

Our partner is a bespoke independent Financial Planners who are looking to expand by adding a new member to the Financial Planning team. The main focus of the company and role is on providing bespoke advice to High Net Worth 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. This opportunity would be suitable for any Level 4 Diploma qualifiedprofessionals, whether you be an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment.

**What’s needed for me to be considered?**
- Hold previous experience within an IFA / Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential
- A strong understanding of Pensions and Investment products advantageous

**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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