Financial Planner - HNW Private Clients

Blakemore Recruitment; Aylesbury; On-site; GBP 60,000 - 80,000; Full time

Job summary

A reputable financial services firm in Aylesbury is seeking an experienced Independent Financial Adviser to manage a substantial client bank of approximately £35M. The ideal candidate will need to have a Level 4 diploma, a proven performance track record, and excellent communication skills. This role offers an excellent opportunity for growth within an established firm with over 30 years in the industry.

Benefits

Established marketing and lead generation system

Qualifications

• Experience as a Financial Adviser.
• Proven track record of performance.
• Good communication skills.

Responsibilities

• Manage an active client bank of c£35M funds.
• Deal with clients in the northern home counties.
• Utilize established marketing and lead generation systems.

Skills

Financial advising

Client management

Communication skills

Education

Level 4 diploma

Job description

Role : Independent Financial Adviser

We are recruiting for a highly sought after IFA who are looking to replace an adviser who is retiring shortly. They have an active client bank which requires managing and it is currently has c£35M funds under management. The role is office based and will be dealing with clients in the northern home counties and they require a consultant with an excellent track record of performance.

The firm have been going for over 30 years and have built an excellent reputation nationally. They also have an established marketing and lead generation system in place which generates a good number of clients and this role will plug directly into this.

You must be a Financial Adviser presently with experience in this role. You must also have at least level 4 diploma qualifications and be a good communicator.

This is an excellent opportunity to join an organisation who will give you a great start towards achieving success.