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| Reference: | 1483 |
|---|---|
| Vacancy: | Permanent opportunity |
| Location: | Cheltenham |
| Salary: | £35,000 - £45,000 |
| Benefits: | Plus Bonus |
One of the most prestigious Corporate Wealth Management companies, the recipient of numerous industry awards for excellence in quality and customer service / experience.
A bench mark for innovation and quality – admired within their sector with strong, established brand qualities developed over the past 20 years. A leading player throughout the South West of England on merit.
Continued commercial success coupled with a robust strategy for profitable growth assures its future.
The requirement is to appoint an “employed” office based IFA capable of servicing established leads generated from the firms portfolio of approximately 500 HNW and corporate clients.
Full back office and administrative support will be provided to assist you achieve the necessary standards and underpin your trading activities.
You will be expected to provide first class advice in a compliant manner observing current legislative frameworks and must be comfortable transacting within a target driven arena.
You will be a seasoned industry professional with at least 2 years experience in a credible IFA practice comfortable working with both private and corporate clients.
You will have an up to date technical knowledge of IHT, Investments, SIPPS, Retirement Planning etc.
With excellent presentation skills and the natural ability to form long lasting and rewarding / profitable business relationships your work ethic will be high and have a driven appetite for success.
Intelligent with evidence of academic success holding CAS, full CEFA and ideally qualified to Diploma status.
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