IFA – Home based across Somerset and Dorset

RecruitukLtd Salary: Up to £75k

A healthy balance sheet is the reward for good management and a sound strategic plan.

This philosophy is key in the development of this company’s plan is to recruit IFAs / Financial Advisers who have ambition, an exemplary professional record and whose sole focus is to provide clients with a high level of service and expertise.

With over ten years’ growth, this firm provide their advisers with a great deal of support to facilitate client relationships. This includes Paraplanning and Administration support, coupled with a high level of targeted business development, a dedicated management team and professional approach.

The firm is chartered, so ideally they seek advisers who are already qualified to this standard or on route to obtaining. You will be experienced in working with HNW clients and have or have had a client following in the past.

This is initially a Home based position which will involve regular travel across Dorset / Somerset to meet the needs of your clients and the business, however future plans to build local offices within close proximity of their advisers is in discussion. Until then, you will have access to first class systems and support to deliver a high standard of service.

A salary up to £75k per annum is on offer for the right candidate and the incentives are good with only twice validation to get to bonus. This is on top of a professional business culture, with than an extensive list of benefits.

If you would like to find out more and arrange a confidential discussion about this role or similar positions across the South west, please contact John Anderson at Recruit UK on 01179 450450 and quote reference 2789.

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