Private client advisor

As a Private client advisor your role will be to work closely with clients in their medium to long term personal financial planning. You will be advising on the following areas:
  • Wealth Management
  • Pensions
  • Lump Sum investments
  • Regular savings
  • Portfolio accounts

We offer a unique and compelling experience to our expanding base of clients and partners. We have absolute focus in our business and in order for us to succeed, our clients must also succeed. We strive to fully understand our clients’ needs and align our interests with theirs.

We keep in close communication throughout the relationship and provide an educational framework so they fully understand the financial decisions they make.

This leads to positive outcomes and long fruitful relationships. We aim to build increasing wealth under management and this can only be achieved by offering a proposition that is concise and reliable.

We are looking for:

  • The exceptional not the ordinary
  • Experience in financial services
  • Industry qualifications
  • Attention to detail
  • Hard working and motivated individuals
  • Confidence and strong interpersonal skills
  • A flexible and adaptable approach to work
  • Willingness to learn and implement new internal work practices/systems
  • Success and target driven individuals

Contact us at http://www.ifarecruit.com for more information