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Oakham, Rutland
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Independent Financial Advisor

Independent Financial Advisor

Resource Matters Ltd

Posted 19 days ago, valid for 22 days

Oakham, Rutland LE15 8BT, England

£36,000 - £48,000 per annum

Full Time

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Sonic Summary

The role is for an experienced Independent Financial Advisor with a salary of up to £60k plus a comprehensive benefits package and a 40% bonus without validation.
The position 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 and possess a genuine desire to deliver high-quality service.
The company emphasizes client-first service, offering extensive paraplanning support and ongoing lead generation.
Applicants should have detailed knowledge of investments, tax planning, and Defined Contribution pensions, with a focus on building relationships with clients.

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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