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Independent Financial Adviser

Posted 12 January by Exchange Street Financial Services Easy Apply Ended

Exchange Street is currently working with a highly respected regional IFA business who are looking to recruit an additional consultant at their Wigan office. Keen to secure the long-term future of the business, the partners have identified an opportunity for an ambitious adviser to establish themselves within the practice with a view to being part of a management buy out in approximately 5-6 years.

Set up to provide bespoke independent financial planning to both private and corporate clients, this established practice enjoys an outstanding reputation for their service proposition and professionalism. They have an experienced paraplanning and administration team and provide all the support an adviser could require including assistance with client generation.

The role will suit holistic financial planners who are looking to join a business offering a genuine opportunity for progression. Successful applicants will have previous experience of giving CF30 authorised advice in a similar environment and hold diploma qualification as a minimum. Remuneration consists of an attractive salary package of between £35,000 and £45,000 depending on experience along with benefits and a performance related bonus.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Financial Planning
  • Holistic
  • IFA
  • Financial Adviser

Reference: 32570263

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