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Independent Financial Advisor

Independent Financial Advisor

Resource Matters Ltd

Posted 4 days ago, valid for 22 days

Reading, Berkshire RG30 3HG

£30,000 - £70,000 per annum

Full Time

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Sonic Summary

Resource Matters is seeking an experienced Independent Financial Advisor for a well-known local IFA firm, offering a salary of up to £75k plus a comprehensive benefits package and unlimited bonus structure.
The role involves providing holistic financial planning advice to a large portfolio of clients, with substantial ongoing advice fees and strong support from paraplanning and lead generation.
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 prioritizes client interests and offers a simple, transparent fee structure, ensuring advisors can build strong relationships with clients.
Applicants should have a genuine desire to provide high-quality advice and service, with the ability to engage diverse audiences.

Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees

Resource Matters have been retained by this well known local 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 with substantial on-going advice fees 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 generationfrom the accountants.

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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