The Specialists in Financial Services Recruitment

Job Details

Independent Financial Adviser (plus supervise a team) IFA
Reference ID: 399
  • Salary/OTESalary of £35,000 - £40,000 plus bonus structure
  • Vacancy LocationSouthampton
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you an experienced Financial Adviser looking to be kept busy with regular appointments and be responsible for supervising a team?

The Company

Founded nearly 20 years ago, this independent, directly authorised wealth management firm has become one of the most successful Wealth Managers through organic growth and from acquisitions and developed a successful team of Financial Advisers and back office support staff.

Financial Adviser responsibilities

In your role as a Financial Adviser, you will be supplied with regular appointments to undertake the annual financial planning review with existing clients. Your focus should be on maximising client retention and ensuring the most appropriate financial plans are in place to meet the clients current and future needs. During your client reviews, you should look to identify new business opportunities.

Supervising a team

In addition to your duties as a Financial Adviser, you will be responsible for supervising your team. The team will be comprised of Junior Advisers and Administrators, all focused on assisting with the undertaking of clients' annual reviews. As such, you should look to be on hand to assist with their questions and help guide them in their roles. 

Support for their Financial Advisers

You will benefit from using their state of the art back office system and be supported with paraplanning, administration and appointment making support from the head office team.

Requirements to be considered as a Financial Adviser

  • You should be an experienced Financial Adviser with gravitas to build strong relationships with clients
  • You should hold current CAS status
  • This role will be a desk-based, telephony role, so you should be comfortable with this – previous experience of undertaking a similar role as a Financial Adviser would be beneficial

Benefits

  • Salary of £35,000 - £40,000 plus bonus structure
  • Office based role with normal working hours of 9am – 5pm, Monday to Friday (1 hour for lunch)
  • We have been influential in assisting this business with recruiting a number of Independent Financial Advisers
  • Regional offices across the South of England
  • Opportunity for a hybrid role as a Financial Adviser and duties of supervising a team

Location

Southampton

Call us now on 0208 0044 154 or click Apply

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