IFA

This great wealth advice company is offering a basic salary of up to £75,000, car allowance, good benefits, an uncapped bonus and client bank. The most successful employed Financial Planner here earns £200,000 year in this progressive and client-focused, holistic IFA company. Could this be you?

This is a fantastic opportunity for an employed Financial Adviser to take over an existing client portfolio at one of the UK’s leading independent Financial Advisory firms. With over 30 years of experience, this IFA firm is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where Financial Advisers stay, as people thrive!

If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing holistic, independent financial advice solutions with an unlimited earnings potential!

Through their national admin centres and offices, this client also provides full support to their IFAs, ensuring they provide the best service possible to their clients 

Does this describe you? 

• Self-motivated, efficient, thorough and forward thinking


• Professional, proactive, and a positive attitude with an ability to multi-task


• Self-organised and able to prioritise workload to meet agreed deadlines


• Highly customer focused, with analytical thinking and highly developed interpersonal skills


• A minimum of two years in regulated Financial Advice

Your financial advice role: 

• Developing a sustainable business model for the provision of advice to clients


• Providing financial advice to clients on a range of financial planning solutions


• Actively seeking and identifying new financial planning opportunities with clients to generate new business


• Enjoying building and maintaining business relationships with professional connections


• Meeting and exceeding agreed income and quality control targets


• Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing wealth management company who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment