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Position: Independent Financial Advisor
Location: Horsham, West Sussex
Minimum Requirements: Level 4 qualified; At least 3 years' experience as an IFA; Live a commutable distance from Horsham in West Sussex
Salary/package: £55,000 salary, annual bonus, 23 days' holiday (rising to 25), pension, DIS, study support plus other benefits
YOUR NEW COMPANY
Our client is a market-leading boutique IFA firm based in the heart of Horsham, West Sussex. Established over 30 years ago, the business has developed a fantastic reputation as a Financial Planner and built up a large base of clients across the South East of England.
THE ROLE
The firm is looking to hire an experienced Independent Financial Advisor to look after/service an established client book. Full paraplanning and administration support will be provided, along with leads. The position is office based. Reporting to the firm's Managing Director, the Independent Financial Advisor's key duties will include:
- Providing appropriate financial planning advice to the firm and referred clients
- Dealing and meeting with HNW clients from a well-serviced and loyal client bank
- Maintaining an up-to-date technical knowledge of personal tax and financial planning and related matters
- Dealing with ad hoc client advisory and planning issues as they arise
WHAT YOU'LL NEED
Applicants for the Independent Financial Advisor vacancy will have the following criteria:
- Level 4 qualified
- At least 3 years' experience as an IFA
- Live a commutable distance from Horsham as the role is office based
WHAT YOU'LL RECEIVE
The successful candidate for the Independent Financial Advisor vacancy will receive the following:
- A salary of up to £55,000
- Annual bonus
- 23 days' holiday (rising to 25)
- Pension
- DIS
- Study support
- Various other benefits
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
