Employed IFA Some clients and leads provided

Cavendish Maine
30 Sep 2017
03 Nov 2017
Contract Type
Full Time
Job Title: Employed IFA – Some clients and leads provided

Location: Bath

Salary: Competitive

Job Ref: LH/19326

The Company:

One of the UK’s leading IFA firm based in a prestigious location in Bath, this firm provides a range of pensions, protection and investment advice and is renowned for its forward thinking ethical approach to client needs.

This role can be based from the Bath or Cheltenham office however this firm offers flexible working and would not object to home working.

About the role:

As an Employed IFA, you will be advising clients with all their financial needs. This is a truly independent role and you will be expected to advise accordingly. You will be expected to produce income from your own clients, initiatives and efforts, however a regular flow of leads will be provided from in-house activities. For the right individual you will be given a portfolio of clients to manage after a settling in period. For this role, there is a pensions focus and you will need strong knowledge of income drawdown

Key Skills/Experienced Required:

You will have previous Advice experience, preferably with a pensions focus. You must hold the Diploma in Financial Planning and ideally be working towards your chartered exams.

This is a great opportunity to join a really well respected firm with an emphasis on ethical financial advice. You will be rewarded with a generous basic salary plus bonuses, laptop, mobile phone and all reasonable business expenses will be covered.

This job was originally posted as www.totaljobs.com/job/76079272