Chiltern Consultancy have vacancies for the following
Independent Financial Adviser
Chiltern Consultancy currently require an 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, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch.
The business has an excellent reputation for quality and is looking for a motivated individual 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 to clients.
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.
To find out more:
For further information and a confidential discussion about this position, please contact Mike Foster
Call 01494 451441 or firstname.lastname@example.org