Chiltern Consultancy have vacancies for the following:
Self Employed Independent Financial Adviser
Job Title: Independent Financial Adviser
Responsible to: Chief Executive Officer
Responsible for: Supporting the continuing growth of the business.
Based: Stokenchurch, Bucks, HP14 3FE
Chiltern Consultancy currently have opportunities for Self Employed IFA to join its team following continued growth within the business. We are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors, the source of the majority of the business introduced to the company.
Offering clients strategic financial planning on Investment, Pension, Protection, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch, Bucks.
Our refurbished offices have a managed in-house support infrastructure including a Paraplanning team, Compliance and Aministration team and Investment Committee.
Fully air-conditioned client meeting rooms with large screen display capabilities for presentations, and visitor car parking.
365 days, 24/7 IT support for both internal and external communications for users with secure VPN and 2FA connections. CyberSmart certification and secure Cloud back up of data.
The business has an excellent reputation for quality and is looking for a motivated individual living within a 25 mile radius of our Head Office to join the team and assist with the further growth of the company.
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients.
You will be required to conduct comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis.
The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.
Ideally you will have 4+ years’ experience in the market providing advice and will have your own client bank and FUM.
In return for your hard work and commitment you will be rewarded with an attractive package which will be reviewed annually in relation to performance.
The role is on a self-employed basis only.
To find out more:
For further information and a confidential discussion about this position, please contact Mike Foster
Call 01494 451441 or send an email to firstname.lastname@example.org