My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
An exciting opportunity has arisen with one of my clients who is now looking for a professional financial adviser to join their successful team.
You will be offering expert advice on suitable investments, private pensions, tax planning, and insurance products and provide a valuable service to work with our established client base of clients and companies in the UK, predominantly in Yorkshire.
You will have the opportunity to work with the existing in-house team, including administrators and para planners, to service the existing clients and help develop the business in the future.
We are currently seeking a passionate and experienced Disability Advisor to join our Client's multidisciplinary team.
Job Purpose
Working with private sector clients, the advisor will provide assessments and actions plans to help remove disability related barriers.
The post will involve intensive case management to resolve issues for customers and will do this by liaising with stakeholders including the employee, line manager and wider client.