Independent Financial Advisor

3 weeks ago


Lincoln, United Kingdom Resource Matters Ltd Full time

Employed remuneration package + Paraplanning + client portfolio

Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning.

This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role

Your Qualifications / Experience

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Competent Adviser Status achieved
  • Min of 2 years in an holistic financial planning role either restricted or IFA cliuent propostion

Remueration is by way of a negotiable basic salary with reduced validation in year one. A car allowance and employee benefits package ius also on offer.



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