Independent Financial Advisor - Swansea

Reference:

FSR09718

Role:

Independant Financial Advisor Roles, National IFA - Salaried

Salary:

£45,000 to £50,000 Per Annum

Town/City:

Swansea

Contract Type:

Salaried

Closing Date:

31/12/2018

Out Client Details: 

Our Client is one of the top national Financial Advisory Company in the industry with an excellent reputation for advising clients in the Professional sector. They offer a very comprehensive financial planning service to high net worth Clients who are looking for more complex forms of financial advice. They are a very ethical organisation who look after their people and have an excellent Financial Adviser proposition.

The Role:

The role involves working from home with an existing client bank within a specific geographical area, providing an ongoing service to these clients. You will be provided with leads which they generate and book in for you to suit your working schedule.

Also there will be new business opportunities where you can do the occasional presentation to small groups of Professionals who want to know more about the Financial Planning Opportunity you offer, and how they can greatly benefit from your services.

You will be advising ‘high net worth’ Professional Clients who have specific needs and who will have great respect in your professionalism.

The Package:

The role comes with a basic salary of £50K plus a company car allowance and expenses, quarterly and annual bonuses, and a generous contributory pension. Earnings potential is £65K in your first year. Then your total earnings will increase each year.

You get a very comprehensive benefits package. Their training academy will also ensure you continue to develop your industry knowledge and keep up to date with the latest products in the market. You will get excellent back up and support even from your fellow colleagues.

The Requirements:

Our Client is looking for an experienced, well qualified Financial Adviser who has started or intend to study towards Charter Status. You need to have worked with high net worth Clients, being able to demonstrate your ability to have a high work ethic, well disciplined with good relationship building skills and excellent communication and presentations skills.

General Summary:

This is a salaried IFA role, provided with clients, client leads, regular bonuses, excellent benefits package and your earnings increase each year, and working for a top Financial Services organisation.

This is a brilliant role - so what are you waiting for? Apply now!