Independent Financial Adviser

Ignata Specialist Recruitment Ltd
29 Nov 2018
27 Dec 2018
Contract Type
Full Time
The Company: I am currently working on behalf of a Chartered Financial Planning firm based in Sheffield who are looking to add Financial Advisers to the team on an employed or self-employed basis. The company are long established and able to provide a number of client referrals, along with full administrative and paraplanning support, leaving the adviser free to concentrate on advising clients and growing their client bank. The firm focus on pre- and post- retirement pensions advice but are fully independent and able to support advisers bringing over client banks of mostly investment, mortgage or protection clients. For the right Adviser the company will be able to refer client banks from retiring advisers.

The Role: Working in a flexible and supported environment the adviser will be responsible for organising their own diary, growing their client bank and providing all aspects of holistic financial advice.

Duties & responsibilities include:

• All aspects of holistic financial advice

• Maintaining excellent levels of client-centric service

• Sourcing and building relationships with new clients, as well as maintaining excellent service in ongoing client relationships

• Working in a flexible environment, the Adviser will be responsible for organising their own diary

The Person: Applicants must hold their level 4 diploma in Financial Advice and have experience as an Adviser.

Candidate Benefits: Fully negotiable package for the right candidate; either employed or self-employed with excellent perks and fee split. Flexible working. Full back office support. Study support to diploma/chartered level. Fantastic retirement options to sell the company your client bank

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