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Independent Financial Advisor

Resource Matters Ltd
Biggleswade, Bedfordshire, United Kingdom
Competitive Salary
Closing date
May 26, 2024

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Job Role
Contract Type
Full Time
Basic Up to £75k + Package + Paraplanning + Full client portfolio

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, 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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