Independent Financial Adviser (Philip T. English International Financial Services Limited)

Chipping Warden, Northamptonshire

Philip T. English International Financial Services Limited

Job Description

We are a small, well-established IFA firm (since 1972) based on the Oxfordshire, Warwickshire and Northamptonshire borders (M40).


We are looking to recruit an experienced and well-qualified IFA to take over and service the client bank of a retiring adviser.


The ideal candidate would have the following attributes:


  • Good interpersonal and presentation skills.

  • Used to working with clients that are HNW, typically professionals or small business owners.

  • Good knowledge of investment strategies. Proactive hands-on investments approach.

  • Fully conversant with mainstream tax-efficient investments, retirement and IHT planning.


The role


Duties to include:


  • Client Focused approach.

  • Providing holistic financial planning.

  • Building bespoke investment portfolios.


Full back-office admin support and highly experienced personal assistant is available.


Competitive salary with no limit, depending on your ability to manage a HNW client bank.


The role could be on either an employed or self-employed basis.


This role would suit an experienced adviser who does not have their own or significant client bank with unlimited potential for the right applicant.


Contact


If interested, please send your CV and cover letter to nigel.wearden@philiptenglish.com