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Independent Financial Adviser – East Staffs (client bank supplied)

Key Job Features

Job Type: Permanent
Reference: TS/893853
Location: East Staffordshire



We have been exclusively retained by our client, a well-recognised regional IFA business with an outstanding reputation in East Staffordshire.


It is seeking a self-motivated, technically able and personable Financial Planner to provide an outstanding client service  to a client bank of mass affluent and HNW clients.


In addition to managing relationships with and providing advice to clients with c£20m AUM, this individual will act at the Pension Transfer Specialist for the firm.


You will join a collaborative team and be expected to nurture and grow the client bank by taking advantage of the extensive lead generation opportunities available to you. There is potential for progression within the firm for the right person.


The ideal candidate will be a forward thinking Financial Planner, qualified to AF7, AF3 or equivalent, that has the capacity and desire to inherit a sizeable client bank. It is imperative that the individual is a team-player and committed to quality financial planning advice.


To be considered for this opportunity, please email your CV to or call Tim Terrell (01761 252 538) quoting ref TS/893853 for an initial discussion.

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