Ifa

2 weeks ago

Leicester, United Kingdom Clever-HR Full time

**IFA**

**Leicester**

**£45,000 - £60,000 + bonuses and benefits**

An exciting IFA role has landed in a well-established, growing Wealth Management business who offers regulated and specialist advice to both individuals and businesses across the UK; covering Pensions and Retirement Planning, Investments, Protection, IHTPlanning and Tax Mitigation, and Lifetime Cashflow Modelling.

The company has been around for more than 40 years, is fully independent and whole of market.

**The Opportunity**

Due to company growth, there is an exciting opportunity for an experienced IFA to join the team. The company are searching for an entrepreneurial individual confident of their client following, who have the ability and drive to build new professional connectionsand facilitate business relationships.

In your IFA role you will be supported by marketing, senior leadership and a well-resourced operation team to increase your visibility across the region.

This will allow you to hone your skills and build a business within a business. Focusing on providing holistic, whole of market advice to existing and new prospective clients across the region.

**Knowledge, skills and abilities**
- Proven track record of advising and servicing high net worth clients
- Qualified to a minimum level 4, diploma in Financial Planning or equivalent
- Comprehensive knowledge of applicable FCA rules
- Ability to effectively manage a portfolio of clients
- Proven record of developing new business through a variety of initiatives
- Excellent interpersonal skills and proven record of developing long term client relationships
- Excellent written and verbal communication skills
- Develop relationship with professional introducers

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