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Office Based Independent Financial Adviser

Posted 26 January by Exchange Street Financial Services Easy Apply Ended

Our client, an established independent financial advisory practice with a national branch network is currently looking to recruit an additional consultant for their extremely successful desk based advice team in Berkshire.

Always adaptable to the ever changing financial services landscape, this forward thinking practice has continued to be highly profitable in a post RDR world offering fee based advice to both corporate and private clients. While most of the national advisory team offers face to face advice to higher value clients, they have also developed a dedicated telephone based team to deal with clients with less than £100,000 to invest.

Offering a full independent financial planning service to a loyal existing client base, the desk based team provides the same high quality advice as the face to face advisers however not traveling to appointments affords them the time to work with more clients. As a result the desk based consultants are firmly among the top earners in the firm. The role is fully supported by the experienced paraplanning and administration team.

Successful applicants will be Level 4 Diploma qualified and have previous experience of regulated financial planning advice. In return the role offers an attractive basic salary of up to £45,000, bonus and full benefits package.

For further information and a confidential discussion about this position, please contact Robert Perry or Andy Taylor at Exchange Street or apply here.

Required skills

  • Financial Planning
  • Financial Services
  • Wealth Management
  • IFA
  • Financial Adviser

Reference: 32359653

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