Recruit UK

Employed IFA – Cumbria

RecruitukLtd Salary: £45k

Kendal, Morecambe, Lancaster, Barrow, Penrith

£45k Salary, OTE £60k first year (incl bonuses), Car allowance £5k plus company benefits.

Recruit UK are representing one of the North Wests established IFA practices who are actively seeking an experienced Financial Adviser to join them to deal with new business and service an existing book of Mass affluent/High Net Worth private clients.

Due to the expansion of business, they have a large portfolio of clients in place and a number of professional introducers across Cumbria and Lancashire. This is primarily an office-based role. The IFA will receive leads, but will primarily work on their client bank. IFA will not need to have transferable Assets due to what is already in place, but any income to bring will be warmly welcomed.

This position would suit a dynamic and forward thinking Level 4 diploma qualified adviser who understands and believes in maintaining strong client relationships. Advisers from a bancassurance background who can evidence a loyal career stint will be considered highly. The successful applicant will have a natural drive to develop business. Advisers will have a good technical knowledge and have significant experience in advising on Investments, Pensions and Protection. This firm is directly authorised and is a growing business circa 40 staff including paraplanners and admin support.

While providing a basic salary of £45k along with a full benefits package, the firm also offers an extremely attractive bonus structure.

Please contact Andrew Nicholson at RecruitUK on 01179-170-415 or email and quote reference 2986.

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