We are seeking an experienced Financial Adviser for a fantastic IFA Practice near High Wycombe.
Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors.
Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40. The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company.
You will be required to conduct comprehensive client meetings, including a qualitative assessment of the client’s attitude to risk, with a view to providing tailored solutions on a truly independent basis.
The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients. Ideally you will have 4+ years’ experience in the market providing advice to clients.
In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance.
The role can be on a self employed or employed basis.
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
All applications received will be dealt with in the strictest confidence
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.