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Independent Financial Adviser - No client bank required

Pure Resourcing Limited
Posted 6 days ago, valid for 11 days
Location

Preston, Lancashire PR3 3XR, England

Salary

£30,000 - £36,000 per annum

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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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  • An Independent Financial Adviser (IFA) position is available in Lancashire, requiring 2-3 years of experience.
  • The role involves assisting clients with financial goals, from property purchases to retirement planning.
  • Candidates must hold a DipFA Level 4 qualification and have a minimum of two years' experience in an IFA role.
  • This self-employed opportunity offers favorable commission splits and support during the set-up phase.
  • No existing client bank is required, as the successful candidate will inherit a client base and receive training to generate new business.

Independent Financial Adviser - No client bank required

We have a great opening for an IFA / Independent Financial Adviser with 2-3 years’ experience to join a growing financial services practice in Lancashire. They pride themselves on assisting clients achieve their financial goals, whether it be purchasing their first property to retirement planning.

This would suit and IFA still learning and developing their knowledge within financial services. You will be responsible for nurturing and existing client bank as well as being assisted to generate new business.

Due to an inherited client bank, you will not need to bring your own clients

Full training and support provided

Experience required:

  • Candidates must be at least qualified to DipFA Level 4.
  • You will be required to have a minimum two years’ experience withing an IFA role.
  • Professional, customer service driven and a strong communicator.

This is a self-employed opportunity offering favourable commission splits and an uplift on any new business generated. A support package is available during the set-up phase.

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.