Independent Financial Adviser

Job Title: Independent Financial Adviser

Salary: £40,000 - £50,000 (OTE £80,000)

Location: Doncaster

Capio Recruitment are currently working with an industry leading advice firm on an opportunity to inherit a sizeable client book, north of £25m funds under management, within the South Yorkshire area.

The firm provides independent financial advice across Pensions, Investments, IHT and Wealth Management, and have grown considerably over the last few years. They are a forward thinking firm of genuinely good people who want to provide a premium level of technical service, in an easy to digest format.

This role would be very suitable for an experienced individual who is looking for more of a servicing adviser role, working with a book of longstanding clients of the business. There is limited focus on new business figures and our client’s top priority is to ensure that the clients receive the same service they have had for years.

The bonus structure is reflective of their top priority, and therefore this is based on an annual review target, rather than a business written structure.

There is also full administration and paraplanning support available for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.

So, if you are an experienced adviser who is looking for an opportunity to work within a firm who have a track record of providing an industry leading service, then this could be a great move for you.

The Required Skills:

• Level 4 Diploma Qualified as a minimum and signed off with Competent Adviser Status (CAS).
• Experience with managing a sizeable client book
• Strong technical knowledge around pensions and Investments.
• Knowledge and understanding of cash-flow modeling would be advantageous.

If you are interested in hearing more about this position, please get in touch with us at Capio.