Independent Financial Advisor

2 weeks ago


Swansea, United Kingdom Independent Resourcing Consultancy Full time

**Independent Financial Advisor**:

- Job Reference: 00000751-1
- Date Posted: 20 June 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Swansea
- Remote Working: Some remote working possible
- Salary: On Application
- Bonus/Benefits: Negotiable DOE
- Sector: Financial Advisers
- Job Type: Self-employed, Employed
- Contact: Eamon Behan
- Telephone: 0208 167 3359

Our client is one of the UK’s leading independent financial advisory firms. They are currently recruiting for an experienced Independent Financial Advisor to join their team in Swansea. The role comes with an existing book of clients on either an **employed** or **self-employed** contract.

**Experience & Skills**

Key requirements:

- Minimum 2 years as an Independent Financial Advisor.
- Accuracy, attention to detail and the ability to explain complex information clearly and simply.
- Qualified to Level 4 Diploma in Financial Planning as a minimum.

**Benefits**

**Employed benefits**:

- Pension
- Death in Service (four times of the agreed salary)
- Car allowance
- 30 Days Holiday (including Bank Holidays)
- Bonus scheme
- Validation
- Technology (laptop and phone)

**Self Employed (example)**
- 60/40 split of income in favour of the adviser on all income streams
- All paraplanning provided
- All administration support provided
- 40/60 split in the clients favour if provided with clients
- Guarantee of sale when required either all or partial
- Opt in to call centre lead generation
- Opt in to Unbiased leads
- Opportunity for large novation of clients post purchase of firms depending on location

**Next Step**

Does this sound like an opportunity that aligns with your career ambitions?

**We look forward to starting your journey with you


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