Financial Advisor | Independent Financial Advisor
Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor
Employed Role | SOUTH WALES | CARDIFF | SWANSEA | BRISTOL | BATH
£30m AUM CLIENT BOOK
£40,000 - £250,000 | Un-Capped Earnings Potential
YOUR NEW COMPANY
Our client has been shortlisted for "Lloyds Bank British Business Excellence Awards" "Firm of the Year" "Best Advice Network" 'Best Adviser Website' and 'Best Support Services for Advisers' etc.
Their network covers the whole financial services market by providing expert financial advice on pensions, investments, protection, and mortgages and have IFAs across the UK.
They have an extensive level of knowledge, experience and expertise, and have the freedom to research the whole market to get the best deal for your clients.
Always put the interests of your clients first.
THE ROLE
- Employed Financial Adviser
- Working from home
- Able to manage your own diary
- Spend more time with your clients.
- Flexible client charging structure
- Un-capped earnings potential
- Adviser Retirement Package
BENEFITS
- Base Salary £40K
- Minimum Bonus £20k - by servicing existing client book
- £30m AUM CLIENT BOOK
- 15% production bonus
- Bonus paid twice yearly, in Jan and July.
- Profit share scheme (discretionary)
- £250 car allowance upon achieving CAS
- Mileage claims monthly / 0.45p a mile
- Access to a client book
- c£150,000 in recurring income and c330 clients
- Servicing clients on an annual basis
- Role is face to face or via video
- Access to leads
- Able to manage your own diary
- Compliance support
- PI, FSCS fees and all other fees covered.
- Nil monthly Adviser costs
- Contractual exit strategy
WHAT YOU'LL NEED TO SUCCEED
- Diploma Level 4 Qualified UK Financial Adviser
- IFA who is driven, self-motivated, and eager to make a difference
- Minimum 1-2 years industry experience as a Financial Adviser
- Experience of advising HNW clients on Investments, Pension and Protection
- Build and develop trusted relationships with current and potential clients.
- All advice given to clients must be suitable, tailored and personalised to them.
NEXT STEPS
Click on the apply button and remember to attach a copy of your CV. One of our consultants will be in touch to discuss the role and answer any questions. Where appropriate we can also recommend other relevant opportunities that match your requirements.