Independent Financial Adviser

5 months ago


Ipswich, United Kingdom Swallow Financial Planning Full time

**Qualified (or nearly) Independent Financial Adviser**

**What Will You Be Doing?**

Our advisers do just that - **advise**:

- there will not be a pool of paraplanners to churn out templated reports so you need to be proficient in Excel / CashCalc / and back-office systems(IO) as well as confident in dealing with established and new clients. We are looking for a future business owner with an attitude to succeed and a good level of knowledge in investments, taxation and retirement planning.

**Training**

The role itself prioritises both existing and new clients in equal measure, with the client’s best interests at the heart of what we do. There will be a period of training to make sure you can meet our high standards and you will be fully supported by the team. We encourage and fund further qualifications for all staff.

**New Business**

**Work Environment**

Our offices are in the centre of Ipswich with limited parking facilities. Once you are fully proficient facilities will be made available for you to spend part of your working week at home (if you wish). The availability of this benefit will depend upon trading conditions and will not be a right.

**Long Term**

**Salary**: £35,000.00-£50,000.00 per year

**Benefits**:

- Company events
- Company pension
- Employee discount
- Financial planning services
- Free or subsidised travel
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Ipswich: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Paraplanning: 1 year (preferred)

Licence/Certification:

- Have you passed JO9? (preferred)

Work Location: Hybrid remote in Ipswich



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