Independent Financial Adviser
Salary
40,000 - 50,000
Location
Fareham
Job Type
Full Time
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Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Fareham, Hampshire
Salary: £40,000 – £50,000
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in Fareham to join an Independent Financial Advise Firm.
This company is looking for an experienced individual to join their bespoke financial planning firm. You would benefit from receiving access to the existing client bank of an IFA who is leaving the industry. This would mean you’re not required to provide your own leads or have existing AUM. New business leads will be available as and when, however, the main function is to retain the existing AUM in the first instance.
This company works mostly within pensions and investments, therefore, they’re looking for someone to hold or be working towards retaining the AF7 Pension qualification. The clients include corporate and private individuals with varied assets including HNW and UHNW. Key to this role is that many clients are based within Fareham and travel time is limited, face to face meetings are held regularly within the office or surrounding area. Initially, you would complete your own research and some administrative support would be provided. This would be reviewed regularly to ensure you’re given the support you require to perform by the company.
What’s in it for you:
- Salary up to £50,000 (negotiable dependent on experience)
- Access instantly to a client bank
- Able to build and develop your own clients and manage existing clients immediately
- Generous benefits
- Diploma qualified
- AF7 Pensions Transfer exam or working towards, able to complete
- Ideally, have a few years’ experience as an IFA / Advising in the UK
- 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.