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IFA (Clients Provided)

  • Salary: £45000 - £55000 per annum
  • Location: Preston, Lancashire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    30 Apr 2019
  • Job reference: 31157

My client is currently looking for an experienced IFA to join their business in Preston.

The successful candidate will providing holistic advice to internal and external clients.

Being a good Networker and Business Developer as well as a Specialist Adviser, the ideal candidate will have dealt extensively with both private and corporate clients.

To be successful in this role, candidates will need to be able to pro-actively manage new client referrals to generate fee income for the business, whilst upholding the values of the firm in a compliant manner. The role requires candidates to adopt a discrete and confidential disposition whilst also having the interpersonal skills to communicate and interact with the technical support staff, other colleagues and external sources effectively.

The successful candidate will need to:

  • Be experienced in an independent financial advisory role
  • Have extensive knowledge of pensions, investments, protection, tax planning and trust arrangements
  • Demonstrate good networking and business development skills

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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