Independent Financial Adviser
Salary
Competitive
Location
Waterlooville
Job Type
Full Time
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Job Title: Independent Financial Adviser
Industry: Financial Services
Location: Waterlooville, Hampshire
Salary: Competitive
Job Description:
Recruit UK are working on an excellent opportunity for a Financial Adviser in Waterlooville to join an Independent Financial Adviser Firm.
This company is one of the South’s leading Wealth Management firm and is based near Southampton, Chichester, and Portsmouth. They were established over 18 years ago and have since become one of the most successful Wealth Management firms advising clients with AUM of nearly £5 billion. As a result of their expanding success, this client is now looking for an experienced individual to join them.
The role will involve managing a client bank from the beginning as the company continues to expand and inherent in new acquisitions. The benefit of the above is that you are not expected to have current clients, nor are you expected to generate new leads from the beginning, however, as and when these arise you will partake in increasing your own network and client bank.
The clients in question vary but include corporate and private individuals with varied assets including HNW and UHNW. This business offers full back-office assistance and you will be given access to administration and paraplanning support from the beginning.
This company is looking for an individual who can hit the ground running, with a wealth of experience but not necessarily the tools nor clients to continue as they are. This firm is highly successful and can offer great growth to a new adviser.
What’s in it for you:
- Salary 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 including bonus scheme for new business and recurring income servicing, parking, assistance with exam book/entry should you wish to become Chartered, car allowance.
- Diploma qualified
- Few years’ experience advising
- Interested in speaking to people from IFA, Bankassurance and Wealth Management backgrounds
- 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.