Employed Financial Advisor - Salary: £35,000 - £50,000 + Existing Client Bank. Merseyside
Do you want to work with a current active client bank?
No need to chase for new business!!!
You don’t need to bring across a client book of business!!!
Sound Interesting, keep on reading as it gets better !!!!
Prestige Recruitment Group are working with an Accountancy Practice 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 & 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 previously 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 Merseyside based IFA job opportunity please call Philip Gordon on 0151 601 6000 / 07557 043246 or email
Prestige Recruitment Group who are specialist Financial Services recruiter and work with Wealth Management firms across the North West.
We get so many applications that in some instances we are unable to offer individual feedback.
If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.
Please visit our website www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup