Financial Adviser / IFA

Posted 9 April by James Phillip Financial Recruitment Featured

New salary

Peterborough based Financial adviser role - Salary £50k - £55k + bonus + benefits.

My client describes this as the best Financial adviser opportunity on the market presently!!!!

Working in a very successful IFA brokerage where every employee counts. No sales targets or pressure, just the need to give good honest financial advise.

You will manage significant funds under management (£15-£20million). No requirement to generate new clients as the existing client bank will cover. Lovely office and long term the chance to possibly take over the business.

Brokerage, whilst only small in size has nearly £200 million funds under management and growing.

Great earning potential for the right candidate.

You will be diploma qualified IFA and looking to advance and able to demonstrate a successful history of managing clients and offering advice to HNW individuals.

With full technical, compliance and paraplanning support, the Financial Planner will be able to make the most of their time in front of clients.

Please forward your CV for consideration.

Required skills

  • Financial Planning
  • HNW
  • Investment
  • Protection

Application question

Diploma qualified (level 4) in Financial Planning, in line with RDR?

Reference: 34859309

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