Independent Financial Adviser
Salary
60,000 - 80,000
Location
Job Type
Full Time
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Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Berkshire
Salary: £60,000 – £80,000
Reference Number: 13795
Job Description:
Recruit UK are working on an excellent opportunity for an Independent Financial Adviser in Berkshire to join an IFA Practice.
This IFA practice offers a dual Financial Planning and Wealth Management Proposition to a diverse range of clientele, with a focus on building genuine long-term relationships while providing effective and appropriate Financial Advice.
This practice has already received recognition as one of the most influential IFAs in the country and has experienced year on year growth since their establishment. They have a structured growth plan due to the consistent increase of new business.
As a result, they’ve recently acquired a client bank of over 400 clients with AUM of circa £80million to provide to a new IFA.
What’s in it for you:
- Existing client bank of HNW clients
- Full back office and paraplanning support
- Support in building local professional connections
- Established CIP and access to DFM’s
- Discretionary Bonus
- Exam support
- Company benefits include; death in service, private medical insurance, income protection, pension, travel and dental cover
- Level 4 Diploma in Financial Services
- Preferably on your way to or willing to achieve Chartered Status
- Hold CAS /SPS (or held within the last year)
- Ideally 5 years’ experience in Financial Advice
- 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.