IFA - Independent Financial Planner - Clients Provided Warks / Leics

Clark James
£40,000 per annum
28 Jul 2017
22 Aug 2017
Contract Type
Full Time

A leading wealth management firm has an opportunity for an experienced financial adviser to provide advice to existing clients who are based mainly across Leicestershire, Coventry and Warwickshire.

My client has built an impressive reputation over a number of years wit establised client relationships and direct links to a professional services group and a profitable introducer network.

To support their ongoing growth and continued quality enquiries they wish to appoint an IFA with a comprehensive understanding of pension and retirement options.


There is no requirement to bring a transferable book of clients or FUM as access to existing connections and referalls will be provided. Any existing relationships can be accomodated.



Diploma (Dip PFS, Level 4) or advanced

The ability to build and maintain long-term client relationships

The ability to understand and deliver financial planning practices clearly and effectively

A strong technical and product knowledge predominately in retirement and pensions is desirable for this position


A competitive employed package is being offered along with regular bonuses.

Overall earnings in excess of £80-£100k are very achievable with this opportunity.

In-house compliance, T&C, paraplanner and administration teams.


Please visit the Clark James website for further details on this and other Financial Services roles.


Your contact - Keith Enright at Clark James Recruitment, Midlands.