Independent Financial Advisor
- Bridgend, Mid Glamorgan
- £35,000 - £55,000 per annum
- 6 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21154276
A well-established IFA firm in Cowbridge with a vacancy for innovative Self-Employed Advisers to come in and provide holistic financial planning to a diverse range of clients.
Job Description
Working within the Private Client division, you will be responsible for both an active client bank and advising your own self-generated clients. While advice will be across the board, it is essential that you are familiar with a range of retirement planning and diverse investment options. A client bank between Bridgend and Newport has recently been acquired by the company.
You will have a proactive approach to both commission-based and fee-based advice and have a proven track record of success as an IFA. You will currently hold CAS and will ideally be diploma qualified or at least be working towards it. If you do not have clients, you must be able to demonstrate that you can actively self-generate appointments.
Person Specification
In return for your expertise, a client bank and superb IT and admin support is provided by this growing IFA practice.
Reed Specialist Recruitment Limited is an employment agency and employment business
