Independent Financial Adviser
Are you looking for an exciting role within a Scottish firm as a Financial Adviser with clients, salary and back office support provided?
This well-respected IFA firm based in Dundee has developed a strong team of 5 Independent Financial Adviser’s supported by a team of 3, ensuring their clients continue to receive trusted financial planning advice. They are proud to be part of one of the UK’s largest Chartered Financial Planners which provides excellent credibility with clients.
Clients and business opportunities
In your role as a Financial Adviser, you will be provided initially with 20 - 30 clients to undertake their financial planning review. In addition, you will benefit from leads being distributed between the team of IFA’s from their network of introducers including Accountants and Solicitors which provide regular referrals. Furthermore, over the long term you will have the opportunity to receive high value clients from retiring IFA’s, offering great prospect to enhance your client portfolio. Alongside leads provided, you should look to network and develop some of your own clients.
You will be supported by their back office team of 3, plus have access to a centralised paraplanning team from their national partnership.
Requirements to be considered
You must be Level 4 Diploma qualified in Financial Advice, with aspiration to become a Chartered Financial Planner. They will consider both experienced or newly qualified individuals keen to develop a strong foothold within the financial planning industry.
- Starting salary of circa £40,000 for an experienced Financial Adviser
- Starting salary of circa £25,000 - £30,000 for an inexperienced Financial Adviser
- Realistic OTE of £60,000 - £100,000
- Flexible working hours to fit around the needs of the client, with time off in lieu for evening appointments
- Proud to represent both independent and Chartered Financial Planner status
- Excellent career opportunity for a Financial Adviser or Trainee!
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.