Independent Financial Advisor for HNW Portfolios & Pensions

Switch Recruitment Services Ltd; Coventry; On-site; GBP 60,000 - 75,000; Full time

Benefits offered by this job

Bonus package

Excellent benefits

Job summary

Switch Recruitment Services Ltd is pleased to partner with a regional chartered financial planning firm seeking an Independent Financial Advisor / Financial Planner to service an existing portfolio of high-net-worth and corporate clients.

The successful candidate should be Level 4 / Diploma qualified with strong technical knowledge in investments and pensions, and will be supported by a team of paraplanners and administration staff who handle report writing.

Qualifications

• Level 4 / Diploma qualified
• Strong technical knowledge in investments and pensions

Responsibilities

• Provide expert financial advice to a portfolio of HNW and corporate clients.
• Support report writing with paraplanners and administration staff.”

Skills

Investment knowledge

Pensions knowledge

IFA experience

Education

Level 4 / Diploma

Job description

Switch Recruitment Services Ltd is pleased to partner with a regional chartered financial planning firm seeking an Independent Financial Advisor / Financial Planner to service an existing portfolio of high-net-worth and corporate clients.

The successful candidate should be Level 4 / Diploma qualified with strong technical knowledge in investments and pensions, and will be supported by a team of paraplanners and administration staff who handle report writing.