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Independent Financial Adviser

Heat Recruitment
Posted 21 hours ago, valid for 15 days
Location

Belper, Derbyshire DE56 2UG, England

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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  • The position is for an Independent Financial Adviser located in Derby/Mansfield, offering a salary of up to £70,000.
  • The firm is seeking a Level 4 Diploma qualified professional to join their Financial Planning team following a retirement.
  • Candidates should have previous experience in an IFA or Financial Planning practice, with experience dealing with High Net Worth clients being desirable but not essential.
  • The role provides opportunities to manage an existing client bank from day one and to self-generate additional business.
  • Benefits include 25 days of holiday, bank holidays, Christmas closure, death in service, private medical insurance, and free parking.

ndependent Financial Adviser - Derby/Mansfield - Up to £70,000Our Client is a mix of a legal firm with a successful financial planning arm. Due to an extremely fruitful period of business in addition to an experienced member of staff taking retirement, they are now looking to add a new member to the Financial Planning team.

The Opportunity

The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you are an existing IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, whilst being given the tools to self-generate additional business. Benefits:

  • Client bank to take over from day 1 and a say in the investment committee.
  • 25 days holiday + bank holidays and Christmas closure
  • Death in service
  • PMI
  • Free parking

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner

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.