Financial Advisor (Investments / Pensions)

Financial Advisor (Investments / Pensions)

Nantwich

£50,000 – £60,000 + 35 days holiday + quarterly bonus + commission + enhanced pension + private medical insurance + training + support towards chartership + progression to directorship / shares + hybrid

Are you an IFA, looking to advance your career with an ambitious and highly reputable organisation which will recognise your skills and expertise, rewarding you with an autonomous role where you will be provided with excellent training on the company’s specialist advisory services, ensuring your rapid progression, with the potential for company shares and directorship?

Are you looking to join a highly successful, family run business which prides itself on it’s innovative approach, currently growing and expanding exponentially, where you will directly add value to the company, whilst reaping the rewards?

On offer is a unique opportunity to join a dedicated and highly skilled team, where you will work alongside the company directors, providing an excellent level of service to key clients. You will be responsible for managing your own portfolio, providing specialist advice on investments, pensions and inheritance tax planning, including onshore and offshore trusts and investments. You will meet with clients face to face, conducting reviews of their investments, making any necessary recommendations for change. You will also identify and maximise new business opportunities, building upon the company’s portfolio.

The role:

• Provide specialist advice to a range of existing Key Accounts on investments, pensions and inheritance tax planning
• Respond to client queries, and conduct reviews on their investments
• Work as part of a small, dedicated team, identifying the potential for new business opportunities, with a view to increasing your client portfolio

The person:

• Independent Financial Advisory experience

On offer is an excellent opportunity to step into a pivotal role, where you will receive dedicated training and development support from the company directors.

Keywords: IFA, Financial Advisor, Investments, Pensions, Business Development, Nantwich, Financial Services, Cheshire

Reference Number: BBBH7905

If you are interested in this role, click ‘apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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