Independent Financial Adviser

2 months ago

Birmingham, United Kingdom Truestar Talent Ltd Full time

**Are you looking for an exciting new career in 2023**

**Will your new career offer you**
- **An established client base of High-Net-Worth Clients**:

- **Opportunity to work remotely**:

- **The opportunity to grow and progress your career.**

The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -- **Basic Salary £50,000 to £60,000 basic for Diploma qualified. £65,000 to £80,000 for Chartered**:

- Annual Bonus - Annual discretionary end of year bonus for all employees who have completed a year’s service
- **_Existing client base from retiring IFA_**; You will be looking after 461 clients, £600k gross recurring income
- **Pension Scheme** - Employee Contribution of 4% with an employer contribution of 5%.
- **Death In Service Scheme** - You will receive death in service benefit at 4 x your annual salary. For those employees that have recently joined us, you will receive this benefit once you have successfully completed your probationary period.
- **Cash Plan** - You will receive a health benefit called Cash Plan. Typical benefits under the plan are reimbursement of cost in respect of optical, dental and other consultations. Access to a 24-hour counselling advice line and face to facecounselling if required.
- **Upgraded Cash Plan** - All employees are given the basic levels of the cash plan as part of their remuneration package. You will be offered the opportunity to purchase an enhanced package or include family members.
- **Christmas Party and Summer Events** - Fully funded by the Company for all to attend.
- **Holiday**20 days plus Bank Holidays
- **Additional Holiday for Long Service** -Additional days holiday based on length of service.
- **Training And Professional Qualifications** - My client takes pride in supporting and paying for our staff to undertake professional qualifications relevant to your job role once you have passed your three-month probation
- Full Admin and Paraplanning
- Retiring established IFA.

My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA to cover the West Midlands area. The Company provides financial planning led investment managementservices and offers independent financial advice on retirement planning and options and funding long term care. My client also offers tax and estate planning

**Want to apply?**
- Level 4 Diploma (DipFA) as a minimum/
- Current or recent competent adviser status (CAS) for financial advice
- Knowledge and experience of having provided investment, protection and pension solutions
- Experience as a Financial Adviser within the financial services industry
- Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
- Driving licence and ability to travel.

If you’re looking for a full-time, employed financial advice role, with the flexibility of home and field-based work, then this is the role for you. You’ll be providing holistic, independent financial advice solutions that meet customer’s protection, investmentand retirement planning needs. Plus, you’ll be working with established client base as well as working with new leads.

This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a fast-growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly workingenvironment.

Please forward a copy of your CV for immediate short-listing and get your 2023 off to an excellent start..

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