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Independent Financial Adviser

  • Shortlist
Location Chesham , Buckinghamshire
Sector Financial Services
Salary £40,000 - £60,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 69808

This is an award-winning national firm of independent financial advisers that offer financial planning to a diverse range of HNW clientele across the UK.

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

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 and dependent on clients, but would also equally consider someone wishing to be self-employed.

What’s needed for me to be considered?

  • Hold Level 4 Diploma
  • Previous experience providing financial advice within a regulated IFA environment
  • Experience servicing a HNW client bank and generating new business
  • Progression towards Chartered status (Advantageous)
  • Transferable client bank (Not essential)

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,