Financial Adviser

My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA based covering the South Devon area (Ivybridge/South Hams).

The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -

• Basic Salary£50,000 and £60,000, with an OTE of £80,000
• Bonus
• Client Bank
• Pension Scheme
• Remote working
• Holiday: - 20 days plus Bank Holidays additional days holiday

The Company provides financial planning led investment management services offering independent financial advice on retirement planning. My client also offers tax and estate planning.

Does this describe you?

• Self-motivated, efficient, thorough and forward thinking
• Professional, proactive, and a positive attitude with an ability to multi-task
• Self-organised and able to prioritise workload to meet agreed deadlines
• Highly customer focused, with analytical thinking and highly developed interpersonal skills
• Clear demonstration of a client centric approach with a dedication to doing the right thing for client.

The successful candidate must have:

• Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
• Knowledge and experience of having provided investment, protection, pension solutions and Estate Planning
• Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
• Driving licence and ability to travel.

If you’re looking for a full-time, employed financial advice role, with the flexibility of home and field-based work, then this is the role for you. You’ll be providing holistic, independent financial advice solutions that meet customer’s protection, investment and retirement planning needs. Plus, you’ll be working with established client base as well as working with new leads.

This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a fast-growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.

If you're interested in this role, click 'applynow' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.