Employed Financial Adviser IFA - Client Bank Provided

Posted 30 March by Cranleigh Personnel

Employed Financial Adviser | IFA - Client Bank Provided

Location: Southampton

Minimum Requirements: Level 4 Diploma | CAS Status

Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.

What you will receive:

  • Salary basic dependent upon experience
  • Quarterly servicing bonus + commission for any new business generated
  • Full back-office support
  • Existing client portfolio

Skills and experience required:

  • Experience of providing holistic financial advice to HNW clients

WHAT YOU'LL NEED TO SUCCEED:

  • Diploma Level 4 Qualified UK Financial Adviser
  • Minimum of two years’ experience as a Financial Adviser
  • CAS signed off
  • Experience of advising clients on Investments, Pension and Protection
  • Proven track record of success and achievement
  • Hungry, driven and motivated individual

Next steps:

If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

Required skills

  • Advisor
  • Existing Clients
  • Financial Reporting
  • Financial Services
  • Technical Sales

Application questions

Do you have 1-2 years experience working as a Financial Adviser?
Do you have CAS status?
Are you Diploma Qualified, or equivalent?

Reference: 42367415

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