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Independent Financial Adviser

CFP JOBS
Posted a day ago, valid for 7 days
Location

Newbury, Berkshire RG14 2LA, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

Retirement Plan

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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  • Our client is seeking experienced Independent Financial Advisors to manage existing clients on an employed basis due to recent acquisitions.
  • The position offers a salary of up to £60,000, and up to £80,000 for Chartered Advisors, along with various benefits including a pension scheme and mileage allowance.
  • Candidates should have a proven track record in financial services and a desire to build long-term client relationships based on trust and respect.
  • The firm prides itself on providing efficient administrative support, allowing advisors to focus more on client interactions and achieve a better work/life balance.
  • Vacancies are available in locations such as Barnstaple, Basingstoke, West Midlands, and Carmarthen.

Independent Financial Advisor

Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis!

This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch!

As a result of a recent acquisition my client is looking an Adviser to look after a substantial client bank in

Our client is a progressive, client focused, national firm of Independent Financial Advisers. Who’s aim is to attract like-minded fully qualified Financial Planners, who fit with their friendly culture and share their values of building long-term client relationships, based on mutual trust and respect.

If you would like to spend more time with your clients, less time doing admin, we would like to hear from you.

In return they offer…

  • Salary up to £60,000 and if you are Chartered up to £80,000
  • Benefits include a staff pension scheme,
  • Car mileage allowance, laptop, phone and low validation for bonus.
  • Totally Independent Financial Advice to your clients
  • A market leading proposition, using their size and scale to reduce investment costs for their mutual clients
  • Efficient Administrative, Investment, Risk and Technical support allowing you more time with your clients and offering a better work/life balance
  • In-house Discretionary and Advisory Investment Management

We have vacancies also in Barnstaple, Basingstoke, West Midlands, Carmarthen

#FinancialAdvisor, #WealthManager, #IFA, #FinancialAdviser

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.