Independent Financial Advisor

2 weeks ago


Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time

Position: Financial Advisor

Location: Horsham, West Sussex

Requirements:

  • Level 4 qualification
  • Minimum 3 years' experience as an IFA
  • Living within commuting distance from Horsham, West Sussex

Salary/Package: £55,000 base salary with additional benefits such as annual bonus, 23 days' holiday (increasing to 25), pension, DIS, study support, and more

About the Company

This boutique IFA firm located in Horsham, West Sussex, has been a key player in the financial planning sector for over three decades. With a solid clientele in the South East of England, they are renowned for their expertise as Financial Planners.

Role Overview:

The firm seeks an experienced Independent Financial Advisor to manage an existing client portfolio. You'll receive comprehensive paraplanning and administrative assistance, as well as lead generation support. This position is based in the office and reports to the Managing Director. Key responsibilities include:

  • Offering sound financial advice to clients and prospects
  • Engaging with high net worth clients from a well-established client base
  • Keeping abreast of the latest developments in personal tax and financial planning
  • Addressing client queries and planning needs promptly


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