Financial Advisor
7 days ago
An excellent opportunity for a financial advisor looking for a hybrid working pattern in a directly authorised independent financial advice firm. The firm is looking for those who enjoy being a part of a team and want to develop their career.
The Company:
- An IFA firm based in the Derbyshire area
- They really focus on their client’s lifestyles and aspirations to create the best advice possible
- Smaller sized firm that has a focus on investments, wills and estate planning
The Benefits:
- The basic salary is up to £40k
- OTE of £75k+
- Hybrid working pattern split between home and office
- A client bank will be handed to you - no lead generation required
The Role
- You will be servicing an existent client bank, providing annual reviews and arranging updates on investment portfolios
- Holding client meetings and providing recommendations based on the clients requirements and situation
- Monday - Friday, typically 9am - 5pm but can be flexible as long as the hours in the week are completed
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