Independent Financial Adviser
Location: London
Contract: Permanent
Salary: £40,000 - £80,000 per annum
*Hybrid Working*
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.
The NQ role is ideal for a Paraplanner/Adviser who is looking for a client facing role to manage a portfolio and build up experience within an established market.
The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business.
Candidate Criteria
- Diploma-Qualified Level 4 FA and ideally Chartered Status or working towards
- Minimum 1 years' experience in Financial Advisory for NQ role and 5+ years for experienced
- Experience with Intelliflo Back Office is highly desirable
- Experience of managing a portfolio of clients/assets with experienced role ideally having £10m+ of existing portfolio
- Ability to create and build on strong client relationships, providing ongoing support internally and externally
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.
