Independent Financial Adviser (Servicing Clients)
Salary
Up to 50,000 + Bonus
Location
Colchester
Job Type
Full Time
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Job Title: Independent Financial Adviser (Servicing Clients)
Industry: Financial Advice
Location: Colchester
Salary: Up to £50,000 + Bonus
Reference Number: 15165
Job Description:
Recruit UK is working on an exciting opportunity for a Financial Planner in Essex to join an award-winning Chartered Accredited IFA firm.
Due to continued growth, 2 of their senior advisers have up to 200 clients to pass onto an incoming adviser. The focus will be around servicing these existing clients, whilst identify any new business opportunities, however, there is no requirement for business development.
This will suit an adviser who enjoys the client relationship management aspect of the role and does not want an annual new business target.
As a Chartered firm, they put a massive emphasis on professional development, fully funding exams to assist you with your CDP, alongside offering internal progression opportunities.
What is in it for you:
- Existing clients to take over
- No new business targets
- Full funding for professional development
- Salary up to £50,000 + Bonus
- Full technical and admin support
- Minimum level 4 (CII or LIBF)
- Advanced Exams/Charted Status (Desirable)
- Experiencing providing complex Financial Advice to HNW clients
- Ability to manage a large portfolio of clients
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.