Independent Financial Adviser
1 week ago
Portsmouth/Southampton/Bournemouth
**Independent Financial Adviser - Employed & Self-Employed positions available nationally. Employed Advisers package of up to £80k p.a. plus car allowance, bonus and company benefits.**
Our client is a progressive, client focused, national firm of Independent Financial Advisers. Who’s aim is to attract like-minded fully qualified Financial Planners, who fit with their friendly culture and share their values of building long-term clientrelationships, based on mutual trust and respect.
As a result of retiring advisers and acquisitions they have several opportunities with access to existing clients and an opportunity to further develop their portfolios.
**Independent Financial Adviser s**pecific locations are: Luton, Cambridge, Birmingham, Milton Keynes, Reading, Manchester, Liverpool, Cheshire, Dewsbury, Truro and Barnstable. Plus others developing
If you would like to spend more time with your clients, less time doing admin and need some assistance with leads and growing your business, we would like to hear from you.
**Independent Financial Adviser requirements***
- working in a client facing role within Financial Services
- qualified to a minimum of QCF Level 4 Diploma in Regulated Financial Planning
- able to demonstrate a successful track record of revenue production
- client focused with a professional manner
- focused on building and maintaining strong client relationships
**Independent Financial Adviser package***
- totally Independent Financial Advice to our clients
- a market leading proposition, using their size and scale to reduce investment costs for their mutual clients
- efficient Administrative, Investment, Risk and Technical support allowing you more time with your clients and offering a better work/life balance
- in-house Discretionary and Advisory Investment Management
- value added to your business whilst planning your exit strategy
- lead generation and marketing input
- work with a professional, like-minded team
- a flexible practice buy-out options **_(Self-Employed Advisers only)_**:
- in-house training program with support towards professional qualifications
This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch
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