Employed IFA - Appointments booked for you & your own PA - NEW! £100k OTE

Posted 8 March by Resource Matters Ltd

Employed IFA - HNW Client Portfolio provided. Office & Home Based, covering Hampshire and surrounding areas.

Our Client provides full holistic financial planning and wealth management services to HNW clients in Hampshire and the surrounding area.

We are interested in hearing from top performing qualified financial advisors/IFA’s or Wealth Managers who are looking to progress their careers and provide a holistic personal financial planning service to a portfolio of HNW clients. This is a wonderful opportunity for a successful and established advisor to grow their business with the full support of HNW clients provided, excellent processes and systems, research and your very own PA in place.

The Company offer an excellent package including an excellent basic salary, uncapped bonuses, benefits package, HNW clients and your own PA.

To apply for this role, you must have:

  • The legal right to work in the UK
  • A demonstrable proven track record of consistent success within your current role
  • Full Diploma in financial planning
  • Evidence of commitment to previous employers

If you have a good knowledge of FSA regulations, a flexible approach and a determined attitude please forward your CV in confidence. ref RH6592.

Required skills

  • Financial Planning
  • Pensions
  • Independent Financial Advice

Application questions

Do you have the Diploma in Financial Planning or equivalent?
Are you an experience Financial Advisor/IFA/Investment Advisor/Mortgage Advisor?
Do you require client's?

Reference: 37466309

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