Financial Planning Specialist

3 weeks ago


Harrogate, North Yorkshire, United Kingdom IGS Ltd. Full time
Employed Financial Adviser

IGS Ltd. is seeking an experienced Financial Adviser to join our team. Our client is a leading expert in Financial Planning, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, serving both Individuals and Businesses throughout the UK.

Key Responsibilities:
  • Provide high-quality Investment Advice in accordance with current regulations and within the firm's standards and procedures.
  • Maintain the existing HNW client book and retain existing clients.
  • Build and maintain a strong network of professional connections.
  • Identify and suggest Investment propositions and make recommendations.
Requirements:
  • A qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships and professional networks within the Financial Advice space.
  • A minimum of 3-4+ years working within the arena.
  • A client base that can be brought across to the firm.

As a successful candidate, you will have a strong understanding of the Financial Advice space and be able to provide expert guidance to clients. If you are a motivated and experienced Financial Adviser looking for a new challenge, please apply.



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