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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 a Financial Advisor 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 

 

Permanent
21 May 2020
Financial Planning
IFA
Lancashire, Preston