Employed Financial Advisor job in Knutsford - existing clients provided

The Specialists in Financial Services Recruitment

Job Details

Independent Financial Advisor Financial Advisor
Reference ID: 854
  • Salary/OTESalary of £40,000 - £60,000 with OTE of £80,000 - £100,000+
  • Vacancy LocationKnutsford
  • RemunerationEmployed
  • RegionNorth West
Job description

Are you an experienced Independent Financial Advisor looking to join a IFA firm based in Knutsford that specialises in working closely with highly professional introducers?

In this Financial Advisor job, you will be responsible for servicing existing, affluent clients with combined funds under management of circa £40m. The business has grown their client bank by obtaining professional connections with accountants, solicitors, and stockbrokers as well as recommendations from existing clients.

So that you match the objective of this IFA firm, you should have some professional connections that would follow you and ideally some personal clients.

Independent Financial Advisor requirements

  • Must be Level 4 DipFA / DipPFS qualified Financial Advisor with proven track record of financial planning and wealth management
  • Gravitas to build and develop relationships with affluent clients
  • Have professional connections and ideally some personal clients

The Company

This Independent Financial Advisory business is nearing it’s 50-year anniversary of being established. Since foundation, they have always believed in working in tandem with professional introducers and providing bespoke service. In addition, the business has an in-house DFM service.

Independent Financial Advisor benefits

  • Salary of £40,000 - £60,000 dependent on experience
  • Plus bonuses to enable OTE of £80,000 - £100,000+
  • Company benefits include pension contribution, mileage reimbursement, 25 days holiday plus bank holidays
  • Office based in modern, purpose built offices in Knutsford
  • Supportive business owner who will assist you in opening more doors to further your success

Location

Knutsford

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.

Apply for this job position
Please tick this box to confirm your consent to us holding and processing your data under the terms and conditions of the Data Protection Regulations.