Independent Financial Adviser
I am currently working on behalf of a privately owned, well-established and award winning Financial Advice Group in Sheffield, who are recognised as one of the leading Wealth Management groups in Yorkshire. The company are offering the opportunity for an experienced and qualified Financial Adviser to join the team on an employed or self-employed basis. The Role: The successful candidate will provide holistic financial advice to high net worth clients. They will manage and grow their client bank proactively; organising their own workload and ensuring they provide an excellent and market-leading service, in keeping with the company’s reputation. Candidate Benefits: •Work on an employed or self-employed basis – employed roles salaried up to £47,000 for the right candidate (OTE £90,000) •Unrivalled bonus scheme with excellent earning potential – Adviser there earning circa £130,000 this year •£5000 p/a car allowance •Fully funded to pursue chartered qualifications •Great employment package including pension, income protection and Perkbox •Client bank – 100 clients provided •Full back office Paraplanning and Administration support provided, plus marketing and compliance assistance •Free on-site parking •Client referrals provided through a number of sourcing channels including events arranged by the firm •Study support to diploma/chartered level •Fantastic retirement options to sell the company your client bank •Company currently developing a discretionary fund management arm – shares will be offered to advisers The Person: •Applicants must hold their level 4 diploma in Financial Advice and have experience as an Adviser •Bringing a client bank isn’t essential, but must be able to demonstrate previous successful IFA experience •Candidates must be willing to qualify to Chartered status •Ideally will hold the Advanced Pension Transfer qualifications •Can come from a holistic, tied or banking background •Must be proactive and motivated to grow your client bank If this role may be of interest to you or anyone you can recommend please don’t hesitate to get in touch/apply.