Employed IFA – Chester, Cheshire, North Wales

recruitukltd Salary: £50k - £70k+ Basic salary + Bonuses/Benefits

My client is one of Cheshire’s most established Chartered IFA practices. Based in Chester they offer private clients quality holistic 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. They will provide you with an excellent existing client bank and will generate leads for you from an established highly respected professional relationship they have 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. 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 high basic salary £55k+ OTE £85k+ along with a full benefits package, the firm also offers an extremely attractive bonus structure.

Benefits package includes:

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

For more information on this role please contact Andrew Nicholson quoting Job ref 11842 on Tel 01179170415 or email andrew.nicholson@recruitukltd.co.uk

 

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