Are you an experienced Financial Adviser looking for an opportunity to takeover an existing client bank within an established business?
This long established independent financial advisory firm has been established for over 25 years. They have developed a loyal client bank from their years of providing quality financial planning and excellent customer service. They are keen to recruit an IFA to join their small team.
Clients and business opportunities
The Independent Financial Adviser joining the business will takeover the servicing of existing clients to undertake financial planning reviews. Plus, identify and develop new business opportunities from their existing and new clients. You will typically meet clients in their own homes or in their office near Tunbridge Wells.
You will be able to benefit from their back-office support team consisting of paraplanners and administrators. In addition, as part of a small, friendly team, you will be able to share best practice and ideas with each other.
Requirements to be considered
Ideally, you should have minimum 3 years experience of providing financial planning advice with recent CAS status. Individuals with pension transfer experience and G60 / AF3 qualified would be desirable.
- Salary of £35,000 - £40,000 with OTE of £50,000 - £60,000+ in your first year
- Working part of a long-established business
- Paraplanning and administration support to assist you in your role of providing financial planning advice to clients
- Ability to identify new financial planning needs and business opportunities to grow the client bank / income further
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
- Financial Advisory
- Financial Planning
- Financial Services
- Planning Advice