Independent Financial Adviser

IFA- Grimsby

My client is looking for an experienced IFA to work from their offices in Grimsby. They were formed in 1935 by the merger of two North Lincolnshire partnerships. Since then, the company has established itself as one of Lincolnshire’s largest, most reputable chartered accountancy practices. With 14 partners and over 150 staff across three offices my client is proud to have retained it’s culture, identity and independence. 

They been providing financial planning advice for over 30 years and firmly believe they can exceed the expectations of clients with their approach to managed wealth

You must be fully FPC qualified and ideally have reached diploma status or working towards it. Experience in advising high net worth clients is desirable.You will be supplied leads from cross referrals plus they have a large existing client base, but ideally you would also generate leads from networking opportunities and client referrals.  You will receive full paraplanning and administration support.

 This is an office based role but frequent business and home visits are envisaged.

 Position is employed with basic salary dependant on experience and is expected to be in the region of £40000 - £50000 plus benefits

My client strives to provide an excellent working environment and an inherent culture where everyone is encouraged to develop their skills, both technical and personal to enhance and promote a successful career with the firm as well as providing our clients with a first class service.

For more information on this exciting opportunity please forward your CV to Robert@sglsolutions.co.uk