Independent Financial Adviser - Ipswich, United Kingdom - Swallow Financial Planning

Description

This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers.

• Our main business is the management of pre and post retired individuals.
• Our typical client will be worth >£500,000.
• We get most of our new business from our London Sales Office, however we also have a strong presence in Ipswich and East Anglia which is where our administration office is based.

• You will be responsible for a significant client bank of HNW clients
• You will join the management team of the firm and help steer the business forward
• You will be given every help to develop essential new business

• Helping clients to manage their financial affairs from estate planning to protection insurance.
• Marketing your personal abilities and those of the firm to professional introducers.
• Creating new business.

• We have a very experienced administration team who provide full support.

• Ideally Chartered or working towards Chartered in next 2 years.

• A combination of basic salary and results based bonus is available. We try and be flexible based on personal circumstances and capabilities.

• Monday to Friday

• Ipswich, IP4 1HH: reliably commute or plan to relocate before starting work (required)