Independent Financial Advisor

Posted 4 January by Vision-FS Recruitment
Featured

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.

Application question

Do you have at least 5 years' experience as an IFA?

Reference: 41475960

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