We are currently working with a company in the Preston area who are pleased to be able to offer a permanent IFA position. This is an excellent opportunity to be part of a small, established business, that is growing with a clear plan for the future. They are looking to add to their experienced team with an IFA who has proven experience and is a confident new business developer but with added skills to ensure that existing clients are given an excellent level of service.
You will be working with a well-established team and will be provided full support
Your role will be to:
- Follow leads to generate new clients and develop business
- Offer financial advice to existing clients
- 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 an FA or have previous experience within the role
In return, there is an excellent package with an excellent basic salary and a high earning bonus potential scheme that is uncapped