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Date Added: Fri 14/06/2024

Independent Financial Advisor

Stevenage, UK
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Company: RESOURCE MATTERS LTD

Job Type: Permanent, FullTime

Salary: £60,000 - £95,000 per annum, OTE

Basic £60k + £5k car Allowance + Flex Benefits + Full client portfolio + 40% Bonus & No Validation

Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor. You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.

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, 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

Apply Now