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Independent Financial Adviser Ifa

5 months ago

BarrowInFurness, United Kingdom Carlton Mays Full time

**Independent Financial Adviser | £45,000 - £65,000 Basic + bonus + commissions + benefits. ALL CLIENTS PROVIDED**

Carlton Mays are seeking an Independent Financial Adviser / Financial Planner for our client based at their office in Barrow in Furness.

The successful applicant must hold their Level 4 qualification and preferably hold CAS although this is not essential.

You will be providing sound financial advice on an independent, whole of market basis to a range of clients.

You will (ideally) have experience across a range of products such as pensions, protection products, investments and savings and be able to provide strategic advice to maximise the clients portfolio in an appropriate manner tailored to the specific client.

Excellent customer service skills, you will be highly literate and numerate with an ability to build rapport easily.

The role is on a hybrid basis with the option to work from home or the office. Full Paraplanning and Admin support is provided to enable you to concentrate on your core function.

The company is currently undergoing expansion and this is a very exciting time to join and has huge career potential with the bonus of working for a company with a fantastic culture where you are treated as the professional you are and given autonomy to perform to your best ability.

This role could be suitable for Paraplanners looking for their next position

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

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

**Benefits**:

- Company events
- Company pension
- Life insurance
- Referral programme
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme
- Commission pay
- Performance bonus

Work Location: Hybrid remote in Barrow-In-Furness

Reference ID: PFRick