Independent Financial Adviser

Paul Charles Recruitment Ltd
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Paul Charles Recruitment is delighted to be assisting this regional wealth management and financial planning firm with their search for an additional experienced and qualified IFA to join their current team of financial planners.

This particular firm has links to a well-known high net worth affinity group giving a good level of clients both existing and new, lead generation and referrals. In addition the firm undertakes a number of high profile marketing campaigns and seminars throughout the region throughout the year.

As a result of a senior IFA member of the team retiring, a client portfolio has become available with business ready to be written, and as such no there is need to have a client following as a full client portfolio will be passed to the successful incoming IFA.

You must be Diploma qualified, and be willing to undertake further studies to complete your Chartered exams. There will be on-going financial support and study support to help you achieve this.

Whilst this position is for an IFA and preference will be given to experienced IFA’s, the company will view a CV from a candidate who wishes to move across from a tied background into the independent market.

There will be full Paraplanner and administrative support and the role will enable you to work from home or their offices reporting into the office on a regular basis.

On offer is an excellent basic salary to £50,000 (dependent on current qualifications and experience) and an annual and monthly bonus, plus, an extensive market leading benefits package