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IFA

Pinstripe Personnel
Posted 24 days ago, valid for 7 days
Location

Bath, Somerset BA2 2QH, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A Bath-based Wealth Planning firm is seeking an experienced Financial Planner or Independent Financial Adviser (IFA).
  • The position offers a negotiable salary ranging from £85,000 to £100,000, plus bonuses and on-target earnings (OTE).
  • Candidates should possess a minimum of a Diploma and have relevant experience as a Financial Adviser or Planner.
  • The role includes servicing and building upon an existing client bank, with full administrative and paraplanning support provided.
  • This opportunity is ideal for a driven and ambitious individual looking to advance their career.

Independent Financial Adviser

Bath

Negotiable Salary plus bonuses - £85,000 - £100,000 + OTE

A Bath based Wealth Planning firm is looking to appoint an experienced Financial Planner or IFA.

The roles is based in Bath and there is an existing client bank to service and build upon. There is also full Administration and Paraplanning support.

In return there is a competitive salary and an achievable and genuine bonus structure which is aimed at rewarding the IFA / Financial Planner for the high level of service required. This role is an outstanding opportunity for a driven, ambitious and experienced individual who is looking for the next step in their career.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.