Senior Financial Consultant

2 months ago


Tiverton, Devon, United Kingdom Premier Jobs UK Limited Full time

Job Opportunity: Boutique IFA Firm Seeks Experienced Financial Adviser

About the Role:

We are a growing boutique IFA firm based in the South West region, seeking an experienced Financial Adviser to join our team. As a key member of our advisory team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.

Key Responsibilities:

  • Manage a portfolio of approximately 100 clients, generating £15m - £20m in revenue
  • Develop and implement personalized financial plans to meet client needs
  • Provide ongoing financial guidance and support to clients
  • Collaborate with colleagues to identify new business opportunities

Requirements:

  • Proven experience as a Financial Adviser in a similar role
  • Strong knowledge of financial planning and investment products
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced Financial Adviser looking for a new challenge, please submit your application.



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