Independent Financial Adviser

This employed, Independent Financial Adviser job provides opportunity
to join a boutique, IFA firm due to continued growth across the business. Our
client is based on the Devon / Somerset border, so happy to consider Financial
Advisers based in Devon or Somerset

Upon joining, you will be provided with approximately 100
clients, generating around £15m – £20m, with view to continue passing over
other clients to take the client bank to circa £30m. This will continue to grow
over the long term from additional clients being passed over, natural organic
growth and activities you undertake to bolster the portfolio.

The business puts client satisfaction and client retention
at the heart of what they do, therefore looking for individuals who share these
values.

To enable you to focus on giving the best advice to clients,
you will be supported by their team of Paraplanners and Administrators.

Independent Financial Adviser Requirements 

• You must
  be fully Diploma qualified in Financial Planning or equivalent
• You should
  have some experience as a Financial Adviser (our client is happy to consider
  a range in level of advice experience)
• You
  should align with the company values of putting clients first

The Company

Our client has been established for over 40 years and is a
thriving firm of Independent Financial Advisers. The business is experiencing
excellent levels of growth from organic means and also from acquiring local
IFAs who want their clients to be serviced by a team of local IFAs.

Independent Financial Adviser Benefits

• Salary
  of circa £50,000 plus bonus structure
• Mixture
  of working from home and their office(s) in Tiverton and/or Exeter
• Benefits
  to be discussed at interview
• Opportunity
  to join a family owned firm who are look after their team

Locations

• Tiverton
• Exeter
• Also open to speaking to Financial Advisors from other parts of the South West for potential future vacancies

Call
us now on 0208 0044 154 or click Apply

Liability
and Disclaimer

Whilst
Premier Jobs UK uses all reasonable efforts to ensure the information contained
in our adverts including any salary, benefits or on target earnings are
accurate, we give no representation or warranty in respect of such information.
No liability is accepted by Premier Jobs UK for any loss or damage which may
arise out of any person relying on or using any information.