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Independent Financial Adviser (IFA) - Wolverhampton

MI Search Ltd
Posted 9 days ago, valid for 20 days
Location

Wolverhampton, Staffordshire WV6 7NR

Salary

£25,000 - £30,000 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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  • This national accountancy firm is seeking an IFA to work in Wolverhampton and the surrounding area.
  • The role involves collaborating with accountants to develop the financial planning practice.
  • Candidates must have experience as a Financial Planner with a proven track record in client portfolio growth, particularly with HNW and UHNW clients.
  • The position offers a basic salary ranging from £60,000 to £90,000, along with excellent bonus potential and benefits.
  • Applicants should have significant experience in the financial planning industry.

This national accountancy firm is currently seeking an IFA to work out of their offices in the Wolverhampton and 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 £60-90k, 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.