Independent Financial Advisor
Position: Independent Financial Advisor
Location: Croydon, Surrey
Minimum Requirements: 5 years’ experience as an IFA, Level 4 qualified
Salary/package: £45-60,000 + clients/leads/admin support provided + annual bonus + benefits
YOUR NEW COMPANY
An award-winning boutique IFA based in Croydon in Surrey is keen to hire an experienced Independent Financial Advisor to join its expanding team. The firm, which has been hugely successful for over 3 decades, provides independent advice on pensions, retirement planning, investments, savings and a full range of financial planning solutions.
THE ROLE
Reporting to the firm's 2 owners, the Independent Financial Advisor will be mainly dealing with and meeting HNW clients from a well-serviced and loyal client bank. The Independent Financial Advisor will have full paraplanning and administration support as well as the ability to occasionally work from home as well as the office.
REQUIREMENTS
Applicants for the Independent Financial Advisor vacancy must have the following criteria:
- 5+ years’ experience as an Independent Financial Advisor
- Level 4 qualified
- Excellent communication skills
- Live in close proximity to Croydon
REMUNERATION / PACKAGE
- A base salary of between £45-£60,000
- Clients and leads provided
- Full administration support
- Annual bonus
- 22 days’ annual leave
- Pension
- Study support
- Various other benefits
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
Reference: 41475960
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