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Melton Mowbray
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Independent Financial Advisor

Independent Financial Advisor

Resource Matters Ltd

Posted 7 days ago, valid for 12 days

Melton Mowbray, Leicestershire LE13 1QQ

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

The Independent Financial Advisor position offers a salary of up to £60k plus a comprehensive benefits package and a 40% bonus with no validation requirements.
The role involves providing holistic financial planning advice to a large portfolio of clients due to the retirement of an existing advisor.
Candidates must be Level 4 qualified, with a Diploma in Financial Planning or Regulated Financial Planning, and possess detailed knowledge of investments, tax planning, and Defined Contribution pensions.
The firm emphasizes a client-first approach, offering superb paraplanning support and ongoing lead generation to help advisors build relationships with clients.
Applicants should have a genuine desire to deliver high-quality advice and service, and the role is designed for those who can engage effectively with diverse audiences.

Basic Up to £60k + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation

Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generation local lead introducers.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.

Your Qualifications for the Independent Financial Advisor role:

Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
You are engaging and can connect with a wide array of audiences
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

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