Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -
My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA based covering the South Devon area (Ivybridge/South Hams).
Basic Salary £50,000 and £60,000, with an OTE of £80,000
The Role: As an Independent Financial Adviser, you will play a pivotal role in providing comprehensive and unbiased advice to an existing book of clients.
Our client is a leading firm in the centre of Exeter, they are renowned for their commitment to excellence and integrity across both Financial Planning & Accountancy services.
With a strong track record of success and dedication our client provides personalised solutions to a diverse range of clients across the South West of England.