Independent Financial Advisor

Posted 13 June by Resource Matters Ltd
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Basic £60k + £5k car Allowance + Flex Benefits + Full client portfolio + 40% Bonus & No Validation

Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The Independent Financial Advisor role comes with full client support, and full lead generation.

Your Qualifications for the Independent Financial Advisor role:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are engaging and can connect with a wide array of audiences
  • Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Required skills

  • Financial Advice
  • Financial Planning
  • Investments
  • Pensions
  • Independent Financial Advice

Application questions

Do you have the RDR Level 4 Diploma in Financial Services?
Are you an experienced Financial Advisor/IFA/Investment Advisor?

Reference: 52860493

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