Independent Financial Adviser

Premier Jobs UK Limited
Doncaster, UK
12 Sep 2019
28 Sep 2019
Contract Type
Full Time
Are you an experienced Financial Adviser, looking to join a forward-thinking firm, with clients available and strong back office support?

The Company

This regional, Chartered Independent Financial Advisory firm has four offices in South Yorkshire and East Midlands and focuses on providing bespoke financial planning to their personal and corporate clients. They have a team of 36 staff of which 16 are Independent Financial Advisers with an average industry career of over 21 years.

Independent Financial Adviser - Opportunities

Our client has steadily continued to grow the business and utilize their retained profits to make an average of 1 acquisition per year - 13 acquisitions to date. Therefore, they have an opportunity to recruit an Independent Financial Adviser to take over the financial advice provided to the acquired clients. You should focus on providing excellent service to retain client relationships, whilst also looking to identify untapped areas to develop new business and new clients. It would be preferable if you have some of your own clients, but not essential.

IFA Support

The team of Independent Financial Advisers are backed by excellent infrastructure with local Paraplanners and Administrators. Plus, they continue to invest heavily in IT with sophisticated back office systems, market leading analysis and research tools, to ensure that their Financial Advisers remain at the forefront of their profession.

Requirements to be Considered
  • Minimum Level 4 Diploma qualified Financial Adviser (and preferably working towards Chartered Financial Planner status)
  • Experienced Financial Adviser with proven track record in retaining clients and seeking new opportunities

  • Starting salaries typically £35,000 to £40,000 pa.
  • Experienced Financial Advisers £45,000 to £65,000 pa.
  • Salary dependent on experience, qualifications and potential business that will follow you
  • Company benefits include: quarterly bonus, 25 days holiday + bank holidays, 4x DIS, PHI and pension
  • Over £550 million of clients' funds under advice, they have an annual turnover of c£5m. The business is free of debt, with a 7-figure net worth
  • Open architecture for you to novate your clients across
  • Chartered IFA firm

  • Grimsby / Lincoln
  • Sheffield / Derby
  • Candidates living in the Doncaster / Scunthorpe area would be ideally placed to service clients

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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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