Independent Financial Adviser/IFA – Client portfolio in place

Independent Financial Adviser/IFA – Client portfolio in place

  • Permanent
  • Salary: £40,000 + Bonus + Benefits
  • Ref: FS882660

Key to success in any advice role is a clear understanding of where new and existing business opportunities are coming from. In this case, being passed warm clients from a retiring adviser as part of a structured exit from the firm gives a fantastic platform for a new adviser and means that our client does require applicants to have transferable business.

This is a role within the Newcastle practice and offers an attractive salary, benefits package and a generous uncapped bonus structured that will see motivated and ambitious advisers earning considerably more.

The firm offers a truly independent financial planning advisory service and has an outstanding reputation that has helped them build a national branch network with representation in most major cities across the UK. Often working closely with professional connections their advisers provide holistic financial planning advice to both private and corporate clients. Understanding that their employee base has been the key to their on-going success, this forward thinking firm places great emphasis on developing industry professionals who not only encompass their ideals of professionalism and integrity but also their commitment to achieving advanced qualifications and chartered advice.

Successful applicants will be level 4 qualified with a current Statement of Professional Standing as a minimum while advancement towards chartered status will be viewed favourably.

For further information and a confidential discussion about this position, please apply here.

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