Financial Adviser

2 weeks ago


Stevenage, United Kingdom Cranleigh Personnel Full time

**Financial Adviser / IFA Adviser**

Based: Stevengae

Salary - base £50,000 - £65,000 + Bonus (depending upon qualifications)

**Are you a Financial Adviser looking for your next role?**
- Are you looking for full admin & paraplanning support so you can concentrate on client care?
- Would you like to join an IFA where you can immediately have a client bank passed over to you?

**If so, then this may be the right role for you...**

Our client is a thriving independent wealth planning firm with an enviable client bank. They are now looking for an Adviser to join their team and take over an existing bank of clients.

The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.

You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.

This role is all about client care and making sure the advice given to their clients has the clients best interests at heart - so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.

**Additional Information**
- Hours are 9am - 5pm
- 17 x members of staff
- 1 x day per week in the office
- Salary up to £65,000 basic + bonus
- Private Medical Insurance, DIS

If you would like to have more information on this unique role, then please apply.

**Salary**: £50,000.00-£65,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Are you a qualified financial adviser?

Work Location: In person



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