Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
General
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.
Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes?
Benefits
Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Job Description
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
Key Tasks
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.