Reed Financial services are pleased to be representing a firm of independent Wealth Advisers & Discretionary Fund Managers based in Plymouth. There main focus involves Lifestyle Planning, Investment Planning and Tax Planning.
Due to retirment of an adviser they have a client bank to give to a competent IFA or keen to consider Paraplanners or Trainee IFA's looking to take their next step in their career.
Position: IFA/ Wealth Adviser ( Trainee and experienced considered )
Location: Plymouth / hybrid working
- No client bank required,
- Full Administration Team support
- Full Paraplanning Team support
- Appointments/lead generation provided
Minimum Basic Salary: £36,000 + £10,000 = £46,000 OTE + uncapped bonuses.
A vacancy has occurred in this well established and very successful firm of independent wealth advisers and niche discretionary fund managers – we are looking for someone who has experience of a regulated IFA/restricted adviser environment and a track record of conducting FCA regulated business.
My client are focussed on holistic financial planning with Financial Planning Reports and integrated client Financial Planning Reviews throughout the year. The candidate will be very professional, enthusiastic, client focussed with great integrity and able to simplify solutions for clients and so keeping them interested.
This is a fantastic opportunity to work in a hybrid working style with also the use of our offices for client meetings. At the core is relationship building with clients and integrating into the Inspire strategies, values and Investment Committees to help clients achieve their goals and lifestyle. Regular leads/appointments will be provided to help in achieving a targeted minimum 10% growth per annum of the business and therefore 10% growth in remuneration each year.
As part of your initial fast tracking and ongoing development within the company, the successful candidate will work closely with the Managing Director developing the skills required to become a successful Wealth Adviser.
Responsibilities:
- Offering full Independent Financial Advice to clients
- Growing a client bank.
Skills:
- Level 4 Diploma qualified as a minimum
- FCA regulated environment experience
- The ability to grow a client bank.
If you believe that this role is the ideal opportunity to you achieving a highly successful and rewarding career then send your CV to me today for immediate short listing.