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Independent Financial Advisor

Resource Matters Ltd
Posted a month ago
Location

Carmarthen, Carmarthenshire SA31, Wales

Salary

£30,000 - £70,000 per annum

info
Contract type

Full Time

Employed remuneration package + Paraplanning + client portfolio

Our national IFA and directly authorised client seeks an experienced Independent Financial Advisor to provide holistic financial planning.

This home-based role will give diary autonomy and importantly an existing client portfolio to service and develop further. Para planning and back-office support is available from a central head office together with other support functions expected within a regulated role

Your Qualifications / Experience

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Competent Adviser Status achieved
  • Min of 2 years in an holistic financial planning role either restricted or IFA cliuent propostion

Remueration is by way of a negotiable basic salary with reduced validation in year one. A car allowance and employee benefits package ius also on offer.


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