Financial Adviser (IFA): Client Bank Provided
Posted 2 weeks ago by Hays
£70,000 Per year
Undetermined
Undetermined
Lancashire, England, United Kingdom
Summary: This role is for a Financial Adviser within a reputable IFA practice, focusing on servicing and developing an existing client portfolio without the pressure of new business targets. The position offers a flexible working culture and includes support for administration and paraplanning. The ideal candidate will have proven experience in financial advising, particularly with high net worth clients, and will be rewarded for client retention and service quality. Bonuses are also available for new business generated through existing clients.
Key Responsibilities:
- Provide independent financial advice across a full range of financial planning to an existing client bank.
- Service and develop relationships with higher net worth clients with complex advisory needs.
- Utilize advisory skills to focus on client service and retention without new business targets.
- Receive administration and paraplanning support.
- Generate bonuses for new business from servicing clients or bringing in new clients.
Key Skills:
- Proven experience as a Financial Adviser or experienced Paraplanner/Technical Manager.
- Strong technical knowledge in investments and pensions.
- Excellent relationship building skills.
- Passion for providing exceptional client service.
- Motivated and driven to ensure advice is in the client's best interests.
Salary (Rate): £70,000.00 yearly
City: Lancashire
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Your new company Due to retirement and continued growth, an excellent opportunity has arisen within a highly reputable, well-established IFA practice for a Financial Adviser to service and develop an existing client portfolio. Flexible working culture, advisers manage their own diaries.
Your new role Employed position and client-facing role providing independent advice across the full range of financial planning to an existing client bank which includes many higher net worth clients with more complex advisory needs. No new business target. Administration and paraplanning support is provided. This is an ideal role for an adviser who is looking to utilise advisory skills in a role where the focus is on providing high levels of service and retaining clients where there is no pressure to find new business. As well as being financially rewarded for successfully servicing and retaining clients, you will also receive bonuses for any new business generated through servicing the clients or any new clients you bring into the business.
What you'll need to succeed Proven experience as a Financial Adviser (or an experienced Paraplanner/Technical Manager with strong client servicing skills), good technical knowledge particularly in investments and pensions, strong relationship building skills, a passion for providing excellent client service, motivated and driven to ensure advice is in the client's best interests.
What you'll get in return Employed role offering a highly competitive basic salary plus bonus to reward high levels of client service and successful retention.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Desired Skills and Experience IFA Financial Adviser Financial Planner Chartered Financial Planner Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk