Financial Services Advisor
6 hours ago
Highly Experienced Financial Advisors Wanted Near Barnstaple
About the JobWe are seeking highly experienced Financial Advisors near Barnstaple to join our team on a full-time employed basis. You will be based from home with quality leads and existing clients provided.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Your Key Responsibilities- Understand your client's current and future goals and design easy to understand strategies matching their objectives.
- Servicing the clients provided, converting business opportunities provided to you from their company marketing initiatives.
- Building the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.
- You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
- Our client is happy to consider individuals relatively early in their advising career, through to highly experienced.
- You should have a proven, demonstrable track record in being able to convert business opportunities.
- Individuals close to Chartered status would be preferred.
- A competitive salary of £50,000 - £75,000 subject to experience and qualifications.
- Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE.
- Home based role with travel to meet clients in person and use of our regional offices.
- Ideally, seeking individuals who are happy to be in our Barnstaple office two days per week.
- Self-employed option available, if you would prefer.
Barnstaple offers an attractive location with good work-life balance, while allowing you to build your professional network and grow your career as a Financial Advisor.
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