Employed IFA – Chester, Cheshire, North Wales

recruitukltd Salary; £35k - £50k+ Basic salary + Bonuses/Benefits

My client is one of Cheshire’s most established IFA practices. Based in Chester they offer private client, business and their employees quality financial advice. They understand that peace of mind is vital when planning a client’s future. That’s why they offer a tailored service – solely designed towards client’s financial needs. They pride themselves on being approachable, friendly, knowledgeable and truly independent. They are experienced, investment specialists and have been providing ethical, professional and impartial advice since the 1990s. As well as dealing with private individuals, they are also the contracted provider of financial advice to employees of a range of public and private sector organisations.

They are actively seeking an experienced Financial Adviser to join them to work with High Net Worth clients generated from an established highly respected professional relationship with the Education sector. This is a field based role. You will work with clients provided. There is no need for you to have a transferable client bank due to what is already in place, but any income you do bring with you will be warmly welcomed and rewarded.

This position would suit a Level 4 diploma qualified adviser who is on course for Level 6 chartered status with AF3/G60. Detailed knowledge of Pension Lifetime and Annual Allowance issues and familiarity with Public Sector pension schemes will be an advantage.

 

Advisers from a bancassurance background who can evidence they have the required knowledge will also be considered. The successful applicant will have a natural drive to manage and develop high net worth clients and will understand and believe in maintaining strong client relationships. Experience presenting at seminars would also be an advantage.

 

This firm is directly authorised and is a growing business including paraplanners and admin support.

They will offer a basic salary of c£60k along with a full benefits package, the firm also offers an extremely attractive bonus structure.

 

Benefits package includes:

 

  • Health Cash Plan
  • Private Medical Insurance
  • Life Cover
  • Critical Illness Cover
  • Income Protection Cover
  • Travel expenses @ 40p/mile

 

Please contact Andrew at Recruit UK on tel no 01179170415 and quote reference 11842 if you would like to find out more about this role

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