Job Details

Employed Independent Financial Advisor

Sector:Financial Services

Region : South East England

Location: Stevenage

Salary: Salary is totally negotiable

Job Ref.: CL1010FAW

Job Information

We are recruiting for a qualified and professional Financial Advisor for one of the fastest growing Chartered financial services organisations in the UK. You should be level 4 as a minimum and working towards chartered would be an advantage. Hold CF30, CAS / SPS and have a number of years` experience of working with HNW and Professional Clients.

Our clients specialise in Holistic Planning and Investment advice with access to a wide range of products and services. Established over 10 years ago, they have fast become the leading names in financial advice and currently boast over 7 billion pounds in fund management with 40,000 Clients managed by 400 Skilled Advisors based nationally across the UK.

Our clients offer full support, full back office support and Compliance.

It is an employed role with c110 clients and AUM to be confirmed (£35m+ and more likely to be £40m - £45m). Pensions and investments with a bit of life cover and all private clients (not corporate clients or group pensions etc). All set up with customer agreed remuneration so all the hard work is mostly done.

There is also plenty of new client work and also have a sister accountancy practice providing a steam of clients and strong local solicitor connections.

Our client is open minded on the candidate and the salary will reflect that; has to be Diploma Qualified

1. Could be a good paraplanner with technical skills but wanting to step into advisor role
2. Could be a Life Co, Platform/Wrap or Investment BDM looking for first advice role
3. One man band IFA looking for a proper job
4. Newish advisor looking for a step up the client work chart and pay grade
5. Bancassurance advisors
6. Existing IFA looking for a role change

Salary range would be £35,000 - £50,000 depending on experience. Office based (Stevenage) with most clients coming into the office, no evenings nor weekends. They would have a dedicated PA / Admin / paraplanner who has worked with these clients for 13 years. Great opportunity for someone to build a business, work with great clients and naturally earnings would follow upwards.