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Employed IFA - Leads provided

Posted 25 January by Cavendish Maine Recruitment Easy Apply Ended

Job Title: Employed IFA - Leads provided

Location: Bristol

Salary: Competitive

Job Ref: LH/19846

One of the UK’s leading IFA firms, this company provides a range of pensions, protection and investment advice and is renowned for its forward thinking ethical approach to client needs. Cavendish Maine are delighted to be working with them to find likeminded ethical Financial Advisers. You will be provided with full paraplanning support and should you wish to work towards any exams you will be supported through this.

About the role:

As an Employed IFA, you will be advising clients with all their financial needs. This is a truly independent role and you will be expected to advise accordingly. You will ideally have your own clients to work with however you will be provided with real leads through their introducer network which includes Accountants and Solicitors. You will be multiskilled so be able to offer advice on Pensions, Investments, Protection and Mortgages.

Key Skills/Experienced Required:

You will have previous advice experience, preferably with a pensions focus. You must hold the Diploma in Financial Planning and ideally be working towards your chartered exams. My client is happy to consider individuals who are working with a bancassurer

You will be rewarded with a generous basic and bonus scheme with mileage allowances, private medical insurance, company pension and death in service. This is a great opportunity to join a really well respected firm with an emphasis on ethical financial advice.

Reference: 34318432

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