Independent Financial Advisor Ref: 10644

SRGEurope have been requested to assist with the ongoing growth plans of one of the most progressive and largest groups of Independent Financial Advisers (IFA) in the Midlands. This highly prestigious firm has over 40 diploma qualified advisers. The company has been trading successfully for more than 20 years and has established an enviable reputation within the industry.

They are one of a new breed of RDR-ready IFA firms offering discretionary investment management and stockbroking as well as the services normally associated with a traditional Independent Financial Advisor's (IFA) firm.

My client offers a holistic, fee based, personalised service to a large well established base of individual and corporate clients. The firm operates market leading IT software, with technical and investment support teams (all qualified to diploma level or above) producing in-depth due diligence on investments and product providers to ensure clients receive only the best advice.

Within this self employed package, Independent Financial Advisors (IFA) joining the firm will benefit from: a professional support team; para planning services; report writing; automatic client investment review; full training and access to a selection of clients.

If you are a diploma qualified Independent Financial Adviser (IFA) looking to take your career to the next level please apply now for immediate consideration.

Skills: IFA | Independent | Financial | Advisor | RDR | Investment |