Independent Financial Adviser

  • Job Reference: 552
  • Date Posted: 8 October 2020
  • Recruiter: CF30 Consulting Ltd
  • Location: Bath, Somerset
  • Salary: £40,000 to £120,000
  • Sector: Financial Advisers
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

Ref: 552
Location:
Bath, Somerset
Salary:
£40,000 – £60,000
Sector:
Financial Advisers
Job type:
Permanent

Company:


Covering the UK from two regional offices, this well-established IFA practice provides a holistic Financial Planning service to private and corporate clients.

Position:

As part of this IFA practices structured growth, they would like to welcome experienced IFA’s to the team who are looking for more support in managing and growing their client portfolios.


What’s on offer:

  • Low salary validation and excellent bonus structure
  • Full Administration, Paraplanning and Marketing support
  • CIP with model portfolios and own in-house investment platform
  • Flexible home or office-based working
  • Option to purchase client bank at retirement
  • Exam support towards additional industry qualifications


Requested experience:

  • Hold level 4 qualifications as a minimum
  • Existing client bank