Independent Financial Adviser - Belper, United Kingdom - Belper Independent Financial Solutions

Belper Independent Financial Solutions
Belper Independent Financial Solutions
Verified Company
Belper, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description

Belper IFS Ltd are a successful wealth management business based in Derbyshire, which incorporates regulated financial advice on retirement planning and investment. It has a good established client base, is well respected within its field and continues to expand due to client referrals and office location.

We are now recruiting for another IFA to join our friendly team. As we have been growing, we are able to provide a great opportunity for a 'fully experienced advisor' to work on an existing client pipeline.

Though office based this is only a 4 day working week, with private healthcare, a progressive pay structure in recognition of your current experience level and qualification. This gives the right applicant work in an established company with clients, as well as.

  • A supportive team preparing the admin side, research and report services
  • Being able to concentrate on what you're good at, rather than having to source clients or promote yourself.
  • Having a predictable and secure income, with opportunity to improve
  • Develop further and upkeep your professional status
We are ideally looking for
- someone with CAS accreditation status and compliant with FCA standards

  • Relevant Diploma Level 4 Qualifications
- attention to detail
- customer service skills and the ability to build on a relationship
- good IT literacy
- a team player who values professionalism as well as a supportive atmosphere
- a good reputation within the industry and solid experience within a similar role
- great communication skills


This type of position rarely comes along within this sort of business, and this is an owner led company with good values and the welfare of its employees and clients given priority.


The salary will be competitive and related to the level of your qualification and status currently, but could be upto £60k.

The benefits are the great atmosphere, the opportunity, including development and also the 4 day week/3 day weekend

We would welcome applicants from the Derbyshire/Nottingham area who prefer to work outside of a city centre environment and avoid traffic queues and parking costs


Job Types:
Full-time, Permanent


Salary:
£30,000.00-£60,000.00 per year


Benefits:


  • Company events
  • Free parking
  • Onsite parking
  • Private medical insurance

Ability to commute/relocate:

  • Derbyshire
, DE56 1AR:

reliably commute or plan to relocate before starting work (required)


Experience:


  • IFA: 1 year (required)

Work Location:
In person


Reference ID:
kg3

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