Financial Adviser
Salary
Self Employed or Employed
Location
Exeter
Job Type
Full Time|Self-employed|Work From Home
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Job Title: Financial Adviser
Industry: Financial Services
Location: Exeter, Devon
Salary: Self Employed or Employed
Reference Number: 14684
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in Exeter to join an Independent Financial Planning firm.
This opportunity is with a fast-growing IFA company with circa 125 billion in AUM. They will assist you with over 60% of your leads! You will receive the opportunity to manage your own diary and workload and to work from home.
They’re able to offer guidance and support as needed to ensure you can drive your business forward and offer the best solutions to your clients. You will have a local manager who is on call to you, should you bring clients with you these will be ‘ringfenced’.
Averagely, a Financial Adviser will be expected to achieve £100,000 of trail business by year 3.
What’s in it for you:
- Excellent splits for existing clients
- Ongoing leads and support to continually grow your client bank
- You will receive a car allowance of £400 pm
- There is a defined bonus structure – through validation
- Comprehensive benefits including pension
- Home-based work set up support: laptop and phone
- You have the ability to ringfence pre-existing clients that you wish to novate
- You can join the firm on an employed or self-employed basis and have the ability to amend in the future
- Level 4 Diploma
- CAS status and experience providing Financial Advice (min 1 year)
- Ability and desire to develop new business
- You must be able to prioritise your own workload, work independently and be highly motivated.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.