Independent Financial Adviser

Posted 9 April by Contact Point Resourcing

Independent Financial Adviser

£35,000 - £50,000


Our client is a well established and highly successful business that is looking to grow again. They offer a great working environment and a friendly and supportive team. They are looking for a junior Independent Financial Adviser or a good Paraplanner who is ready to become an Independent Financial Adviser.

There is already a book of clients to pass over. It will be an orderly handover over 6 -12 months resulting in around 100 clients being moved. The following year another block of clients will move across and there is a share of the new work too - all under close supervision of existing advisers to help. All clients have ongoing service contracts and most are quite simple cases and very loyal clients.

They are also on a growth drive and since January have had a very steady stream of new business, which they tend to share. In summary they want and Independent Financial Adviser who:

  • Is DipPFS and working towards Chartered or already Chartered
  • Driven
  • Organised
  • Professional
  • Technically sound, especially in pensions and investment markets
  • Excited by the use of cash-flow modelling software
  • Looking for a long term career where there are management opportunities

For further information regarding this Independent Financial Adviser role, please get in touch with Andy at Contact Point Resourcing.

Required skills

  • Chartered
  • Investment Management
  • Paraplanning
  • Independent Financial Advice
  • DipPFS

Application questions

Do you have ALL of the relevant experience that is required by our client?
Do you have the required qualifications?

Reference: 37721919

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