Independent Financial Adviser
Employed IFA (relocation package considered)
£40k - £45k OTE £60k+ first year, Car allowance £5k.
My client is one of the North West’s most established IFA practices. Based in the Lake District they offer private and corporate clients quality financial advice. They use a tried and tested process for their clients' financial security taking their time to find out about their clients, their dreams, and their aspirations. They have over 25 years of experience, they have dealt with just about every family, personal or business financial situation you can possibly imagine. Their friendly and approachable team of financial planners provide clients with peace of mind ensuring that, no matter what happens, clients never feel lost.
They are actively seeking an experienced Financial Adviser to join them to primarily service an existing book of Mass affluent/High Net Worth private clients. Due to the expansion of their business, they have a large portfolio of clients in place and a number of professional introducers across Cumbria and Lancashire. This is primarily an office-based role. You will receive leads, but will mainly work on the client bank provided. There is no need for you to have a transferable client bank due to what is already in place, but any income you do bring with you will be warmly welcomed and rewarded.
This position would suit a dynamic and forward thinking Level 4 Diploma qualified adviser who understands and believes in maintaining strong client relationships. Advisers from a bancassurance background who can evidence a loyal career stint will be considered highly. The successful applicant will have a natural drive to develop existing business. You will have a good technical knowledge and have significant experience in advising on Investments, Pensions, and Protection. This firm is directly authorised and is a growing business circa 40 staff including paraplanners and admin support.
They will offer a basic salary of c£40k - £45k along with a full benefits package, the firm also offers an extremely attractive bonus structure.
This particular job has a potential relocation package attached to it, for the right candidate. The potential to relocate to the Lake District, with an attractive remuneration package may be tempting for you if you are seeking a new challenge.
Please contact Andrew at Recruit UK and quote reference 15395 if you would like to find out more about this role or to find out what other Financial Services opportunities are available.