Independent Financial Adviser

2 months ago


Ipswich, United Kingdom Swallow Financial Planning Full time

**NEW YEAR NEW CHALLENGE**

This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers.

**About The Firm**
- Our main business is the management of pre and post retired individuals.
- Our typical client will be worth >£500,000.
- We get most of our new business from our London Sales Office, however we also have a strong presence in Ipswich and East Anglia which is where our administration office is based.

**Headlines**
- You will be responsible for a significant client bank of HNW clients
- You will join the management team of the firm and help steer the business forward
- You will be given every help to develop essential new business

**Day To Day**
- Helping clients to manage their financial affairs from estate planning to protection insurance.
- Marketing your personal abilities and those of the firm to professional introducers.
- Creating new business.

**Working Environment**
- We have a very experienced administration team who provide full support.

**Qualifications**
- Ideally Chartered or working towards Chartered in next 2 years.

**Remuneration**
- A combination of basic salary and results based bonus is available. We try and be flexible based on personal circumstances and capabilities.

**Job Types**: Full-time, Permanent

**Salary**: £45,000.00-£100,000.00 per year

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Ipswich, IP4 1HH: reliably commute or plan to relocate before starting work (required)



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