IFA

This national wealth advice company is offering a basic salary of up to £75,000, car allowance, good benefits, an uncapped bonus and client bank. The most successful employed Financial Advisers here earn £200,000 a year in this progressive and client-focused, holistic IFA company. Could this be you?

This is a fantastic opportunity for an employed Financial Planner to take over an existing client portfolio at one of the UK’s leading independent Financial Advisory firms. With over 30 years of experience, this IFA firm is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where Financial Advisers stay, as people thrive!

If you are looking for a full-time, employed financial advice role, with an exciting forward-thinking financial planning company, then this is the role for you! You will be providing holistic, independent financial advice solutions with an unlimited earnings potential!

Through their national administrative centres and offices, this client also provides full support to their IFAs, ensuring they provide the best service possible to their clients.

As a Financial Adviser, does this describe you? 

• Self-motivated, efficient, thorough and forward thinking


• Professional, proactive, and a positive attitude with an ability to multi-task


• Self-organised and able to prioritise workload to meet agreed deadlines


• Highly client focused, with analytical thinking and highly developed interpersonal skills


• A minimum of two years in regulated Financial Advice

Your financial advice role: 

• Providing financial advice to clients on a range of financial planning solutions


• Actively seeking and identifying new financial planning opportunities with clients to generate new business to fully support the clients’ needs


• Enjoying building and maintaining business relationships with professional connections


• Meeting and exceeding agreed income and quality control targets


• Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated Financial Adviser to join a growing wealth management company who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.

Interested? 

If this sounds like the role for you, please forward a copy of your CV for immediate short-listing.

If you would like to discuss this role, or any others we may recommend to you, please do get in touch.  Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you.