Independent Financial Adviser

Are you an experienced Financial Advisor near Newbury,
seeking an employed job, based from home with quality leads and existing
clients provided?

This is a unique opportunity to join a highly respected IFA
firm who are continually improving their client proposition and feature in the
industry press for their success.

The business typically is able to provide you with an
existing client bank to takeover servicing, either from an internal change or a
retiring Adviser. Your goal is to understand your client’s current and future
goals and design easy to understand strategies matching their objectives.

Alongside servicing the clients provided, you should look to
convert business opportunities provided to you from their company marketing
initiatives. Plus, you should build the portfolio through undertaking proactive
activities yourself, including asking for referrals, networking and utilising
social media.

You will deliver advice to clients through a mixture of
in-person at the clients’ home or business premises, virtually by Microsoft
Teams or in one of the company’s regional offices.

Financial Advisor Requirements 

• You
  should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice
• Our client is happy to consider individuals relatively early in their advising career, through to highly experienced)
• You
  should have a proven, demonstrable track record in being able to convert
  business opportunities
• Individuals
  close to Chartered status would be preferred

Full and comprehensive back office support

Their Independent Financial Advisors receive complete
support with specialist Administrators, Paraplanners, Compliance Managers! As
the research, report writing, client investment management reviews are all
undertaken for you, you will have more time to spend with clients.

Training and Development

Their Financial Advisors have access to in-house training
programmes and support towards becoming a Chartered Financial Planner.

Financial Advisor Benefits

• Salary
  of £40,000 – £75,000 subject to experience and qualifications
• Plus,
  IFAs will receive holiday pay, phone, laptop and bonus structure to enable
  excellent OTE
• Home
  based role with travel to meet clients in person and use of their regional
  offices if preferred
• Self-employed
  option available, if you would prefer

Locations

Newbury

Call
us now on 0208 0044 154 or click Apply

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and Disclaimer

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