Independent financial adviser
This vacancy has arisen at an established IFA practice in Dunfermline due to the forthcoming retirement of the business owner who has been bought out by an acquisition firm. The new owners require an experienced IFA to service an existing client bank of around 200 people in and around the Dunfermline area. The successful candidate will be working alongside one other IFA and a mortgage adviser.
The role will involve providing advice to clients on investments, pensions, protection and IHT planning. Salary scale is negotiable from £40,000 to £45,000 plus an excellent bonus scheme. 50% of any initial advice fees generated are paid out as a bonus above the validation level which is only 1x annual salary.
In order to apply candidates need to be QCF Level 4 qualified and have recent experience of advising clients on an independent basis.