Our clients are a large and well established financial services business dealing with HNW private clients based in the Cambridgeshire and Suffolk Area. The business has a fantastic book of HNW private clients who are all long term clients of the business. Due to expansion in the wealth management business they are now looking for an IFA to join the company. The role will be to initially service existing HNW private clients of the business and provide them with a genuine holistic financial planning service and also to develop new clients and professional introducers. Candidates must have full diploma level 4 in financial planning and be progressing towards chartered status. They must also have experience as an IFA or financial planner along with a strong track record of sales. The role offers full administration support including Paraplanning. This would suit a professional and proactive individual IFA or Wealth Planner with experience of working with HNW private clients.
Employed IFA All leads provided • Cambridge, GB
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