Independent Financial Adviser - Ipswich, United Kingdom - Truestar Talent Ltd

Truestar Talent Ltd
Truestar Talent Ltd
Verified Company
Ipswich, United Kingdom

1 month ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
My client is a large national financial advice firm. Their team of more than 175 Wealth Planners deliver high-quality independent advice to thousands of clients across the UK.

When you choose to work with this client, they promise to provide an exceptional,personal service tailored to clients' unique financial dreams and aspirations.


My client is currently looking for an Independent Financial Adviser to cover East Anglia area (around Ipswich, Norwich, Colchester to Bury St Edmonds).

The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefit: Basic salary between £50K to £75K depending on level of experience

  • Pension Employer pension contributions of 8%, minimum Employee contribution of 3%.
  • Death in service of 8x salary
  • Holiday 25 days + bank holidays increasing by 1 day for each year of service up to 28 days plus bank holidays
  • Employee Assistance Programme with access to My healthy advantage app
  • Eye care vouchers
  • Enhanced maternity and paternity pay
  • Support with Exams
  • Company Sick Pay: Over 6 months' service = 1 week, Year 2 = 4 weeks full pay, Year 4 = 8 weeks full pay, Year 5+ = 12 weeks full pay
  • Access to our Flexible benefits platform giving you the option to flex your benefits

Working Arrangements

  • The role is hybrid, with a blend of working from home and being based in an office working as a member of a designated Team within a designated region.
  • Travel will be required to visit clients at their preferred working location within the Territory
  • The core hours of work will be during normal office hours (9am5pm), although work outside of these hours is expected to meet the clients' desired outcomes as necessary.
  • Appropriate qualification in Wealth Management or Investment Advice and Management
  • Knowledge of the UK regulatory system, particularly those aspects relevant to Financial Services
  • Working knowledge of industry issues and developments
  • CPD record of a minimum of 35 hours of varied CPD pa, covering pensions, investments, taxation and estate planning.

The Role:


  • You'll be providing holistic, independent financial advice solutions that meet customers' protection, investment, and retirement planning needs. You'll be working
- with an established client base as well as working to generate additional leads and obtain referrals
More jobs from Truestar Talent Ltd
See all jobs of Truestar Talent Ltd