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



Call us now on 0208 0044 154 or click Apply

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