Your new role
Providing independent advice across the full range of financial planning to HNW clients and SMEs ensuring the highest levels of service are provided in the best interests of the client at all times. Areas of advice are focused particularly in the areas of pension planning, investments, IHT planning, tax planning
What you'll need to succeed
Proven experience as an IFA, preferably Chartered or close to achieving, strong client servicing skills, business development skills. Experience of working with professional introducers desirable.
York
