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Employed Financial Advisor

Employed Financial Advisor

Salary: £50,000 - £60,000 + Bonus, Existing Client Bank

Chester, Cheshire

Do you want to work with a current active client bank?

You don’t need to bring across a client book of business!!!

That sounds interesting, keep on reading as it gets better !!!!

Prestige Recruitment Group are working with a Chester based Financial Planning firm who are looking to recruit an additional Employed Financial Advisor.

You will take over an active client portfolio of clients which you will service.

You will be working with a well established team and will be provided full Administration and Paraplanning technical support

Your role will be to:

  • Offer holistic financial advice to existing clients on Pensions, Investments, Savings and Protection.
  • Client file reviews.
  • Service current client portfolio of business.
  • Understand the client’s needs and build long term relationships.

You must be:

  • Level 4 Diploma Qualified in Financial Planning
  • Currently a Financial Advisor or previous experience within the role

In return, you will be provided with full paraplanning and administration support and a valuable reoccurring income client portfolio.

For more information on this outstanding Chester based IFA job opportunity please click to apply:

18 September 2023
Financial Planning
Cheshire, Chester
Salary: £50,000 - £60,000 + Bonus