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Independent Financial Advisor

Posted 3 April by Finlink Ltd
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Salary icon £70,000 - £150,000 per annum
Location icon Gerrards Cross , Buckinghamshire

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This role is best suited to those advisers with 7+ years’ experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term.

The Company

The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals. The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients.

The Role

You will be handed over a sizeable client bank for you to look after and develop. You will use your skills to maintain these long-established clients, whilst being supported from a well-established team providing your back-office support, and over time you can develop the business further by taking on additional clients.

The Benefits

  • Competitive salary to be tailored to the individual.
  • Excellent commission scheme.
  • Modern office space.
  • Paraplanning & Administration Support.
  • Additional benefits to be tailored to the individual.

If this interests you, then the next step is to apply. Just attach your CV along with your basic contact details, we’ll be in touch!

Required skills

  • 1
    Advice
  • 1
    Advisor
  • 1
    Advisory
  • 1
    Commission
  • 1
    Financial Advisory
  • 1
    Holistic
  • 1
    Wealth Management
  • 1
    Financial Advisor

Application questions

Do you have 7 Years giving Financial Advice?
Do you hold a Level 4 Diploma in Financial Services?
Are you a chartered Financial Advisor?
Do you have a client bank?

Reference: 52417523

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