Independent Financial Adviser

2 weeks ago


Ipswich, United Kingdom Swallow Financial Planning Full time

**NEW YEAR NEW CHALLENGE** This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers. **About The Firm** - Our main business is the management of pre and post retired individuals. - Our typical client will be worth >£500,000. - We get most of our new business from our London Sales Office, however we also have a strong presence in Ipswich and East Anglia which is where our administration office is based. **Headlines** - You will be responsible for a significant client bank of HNW clients - You will join the management team of the firm and help steer the business forward - You will be given every help to develop essential new business **Day To Day** - Helping clients to manage their financial affairs from estate planning to protection insurance. - Marketing your personal abilities and those of the firm to professional introducers. - Creating new business. **Working Environment** - We have a very experienced administration team who provide full support. **Qualifications** - Ideally Chartered or working towards Chartered in next 2 years. **Remuneration** - A combination of basic salary and results based bonus is available based on experience and professional status. We try and be flexible based on personal circumstances and capabilities. **Job Types**: Full-time, Permanent **Salary**: Up to £80,000.00 per year Schedule: - Monday to Friday Ability to commute/relocate: - Ipswich, IP4 1HH: reliably commute or plan to relocate before starting work (required) **Experience**: - advising clients: 2 years (preferred) Work authorisation: - United Kingdom (required) Work Location: One location


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