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  4. Independent Financial Adviser (IFA) - Plymouth - Salary to £100k

Independent Financial Adviser (IFA) - Plymouth - Salary to £100k

MI Search Ltd
Posted 20 hours ago, valid for 25 days
Location

Plymouth, Devon PL7 1RF, England

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 national accountancy firm is seeking an Independent Financial Advisor (IFA) to work in Plymouth and its surrounding areas.
  • The role involves collaborating with accountants to develop the financial planning practice.
  • Candidates should have experience with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, particularly SME business owners.
  • A successful applicant will have a proven track record in building and managing a client portfolio.
  • The position offers a basic salary of up to £100,000, along with excellent bonus potential and benefits.

This national accountancy firm is currently seeking an IFA to work out of their offices in Plymouth and the surrounding area.

In this role you will be responsible for working with the accountants and building and growing the financial planning practice across this area.

You will have a full IFA proposition, access to HNW and UHNW clients, typically SME business owners and full paraplanning and administrational support.

You must be an experienced Financial Planner with a track record of building and growing a portfolio of clients and experience dealing with HNW and UHNW clients.

Basic salary up to £100k, excellent bonus potential and benefits.

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.

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