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Financial Adviser

  • Shortlist
Location Bedford , Bedfordshire
Sector Financial Services
Salary £60,000 - £70,000 Per Annum
Type Permanent
Consultant Alice Woodruff
Ref 69900

An award-winning, national Financial Planning firm is looking for an experienced Financial Adviser to join their Bedford office on an Employed basis. This firm sits within a group of companies which work cohesively to provide clients across the UK with a full range of financial advice. 

Due to business growth recent acquisition, there is an opportunity for an experienced Adviser to join the team to service existing clientele and support business growth by attracting and retaining new business.

You will expected to give advice on Retirement Planning, Investment Planning, Personal Protection, Business Protection 

You will benefit from full back office support as well as leads, referrals and a generous bonus structure. You will also be provided with full exam support towards Chartered status/gaining additional industry qualifications. 

Salary reflects an employed position plus bonus but this is dependent on clients the Adviser can bring to the business.

What’s needed for me to be considered?

  • At least Level 4 qualified in Regulated Financial Planning (DipPFS), ideally having obtained Chartered status (or working towards this)
  • Previous experience providing financial advice within a regulated IFA environment
  • Experience servicing a HNW client bank and generating new business
  • Transferable client bank (Not essential)

Benefits include but are not limited to: Continuous Professional Development, Annual Bonus & Salary Reviews, Private Medical Insurance, Medicash Plan, Life Assurance, Group Income Protection Scheme, Holiday Purchase Scheme.

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Job Synonyms – Independent Financial Adviser, Financial Adviser, Adviser, IFA, Financial Planner, Chartered Financial Adviser, Chartered Financial Planner, Chartered IFA, Chartered Adviser, Wealth Planner, Chartered Wealth Planner, Employed IFA, Self-employed IFA