Financial Adviser - HNW clients across Somerset
Based off the M5 in Somerset, this company has been an established successful IFA for many years and has grown on the ethos of independent advice and professional management together with settled professional advisers who do their utmost to provide service and expertise to clients.
With close to £1bn under management, they are looking to recruit an IFA who is looking for their next role with a company that can provide a supportive, professional environment.
The ideal candidate will only have perhaps a year’s worth of experience but will be able to demonstrate ambition and a willingness to learn. Working with the Managing director and an IFA who has clients to pass on, the role will purely be client servicing in the early days, however it is planned that more clients will be novated across over time. This, with some business development will ensure a profitable equitable relationship that can offer an OTE of c£120k+
Salary is c£35,000 - £45,000, depending on what skills and experience you can bring to the role and of course there will be access to an extensive list of benefits/rewards, such as pension and health schemes.
There is full Paraplanning and Administration support together with training and modern technical systems. Candidates must have CAS and current SPS and be open to furthering their qualifications beyond the level 4 financial diploma.
To discuss this new opportunity in further detail, or to discuss similar positions within Financial Services in the South West, please contact John Anderson at Recruit UK on 0179-450-450 and quote reference 1301.