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Bideford

    Financial Adviser - Bideford, United Kingdom - Recruitment Rebellion

    Recruitment Rebellion
    Recruitment Rebellion Bideford, United Kingdom

    3 weeks ago

    Default job background
    Description

    Are you the qualified and experiencedindependent financial planner we are looking for to join ourestablished IFA practice The person who joins will betaking on an existing portfolio of clients and there is norequirement to bring your own business or generateleads.

    Are you looking for afulltime or parttime financial adviser position Are youjust starting your career as a financial planner or are you highlyexperienced and looking to move from a bank or restricted adviserfor example to an independent Have you retired and are looking towork for just a few days per week Would you like to relocate tobeautiful North Devon Please tell us your requirementsand well see if they can be accommodated.

    Theobjective is to find the right person who will become a committedand longterm member of the team. If you are qualifiedto advise and have experience please do apply we would really liketo hear from you.

    This is afantastic opportunity to work with a small an establishedexperienced and friendly team. Croft IFA is directly regulated withthe FCA and highly respected in the local area. The clientportfolio regularly generates an income to ensure that you willreceive a good remuneration and this is made up of a basic salaryplus quarterly bonus payment.

    Therole

    • Advising clientspredominantly in the areas of investments andpensions.
    • Maintaining theexisting client base and ensuring the clients continue to receivethe high levels of service they are usedto.
    • Become an integralpart of a small team and be a source of information and resourcefor your more juniorcolleagues.
    • Continue yourown professional development and keep abreast of IFA industrychanges anddevelopments.

    Essentialskills

    • Qualified toDiploma Level 4 and authorised toadvise.
    • Have experiencedgained as a financialplanner/adviser.
    • Be ableto work from our office inBideford.
    • Be happy workingin a small and close knit friendly team that focuses on clientservice and what is best for theclient.
    • Be used to workingwith a range of clients with different financial planning needs andrequirements.

    Benefits

    • Mondayto Friday pm. 7.5hr day or part timeconsidered.
    • No weekend orbank holiday work.
    • No homevisits all client appointments are office based or byZoom.
    • Companypension.
    • Free onsite carparking.
    • Complimentary hotand cold beverages throughout theday.
    • Full time 21 daysAnnual Leave plus 8 bankholidays.
    • Qualifyingloyalty schemes including additional annual leave based on lengthof service.
    • Optionalwellbeing days.
    • Qualifyingprofit sharescheme.
    • Client referralscheme.
    • Sponsored learningtowards additional professionalexams.

    About thecompany

    Croft IFA is anIndependent Financial Adviser authorised & regulated by theFinancial Conduct Authority. We are an independent directlyregulated team of Financial Planners based in Bideford on thebeautiful North Devon coast with a longstanding client base in theSouthwest and further afield. Based at our current premises forover 20 years we are proud to offer a fully independent financialplanning and wealth management service to individuals companiestrusts and charities from our sympathetically restored property aformer Public House on the quayside of the riverTorridge.

    We are a small dynamic team of advisersand support staff straighttalking quickthinking with years ofexperience in the industry and plenty of enthusiasm too.

    From our beginnings weve had a reputation fortransparent uncomplicated advice and providing simple solutions tocomplex situations. People are at the heart of everything we do andwe dont overcomplicatethings.

    Furtherinformation

    Recruitment RebellionLimited is advertising this vacancy on behalf of ourclient.

    Adverts run for up to 40 days and weencourage applications during this period. The interviewing processcan start at any time and adverts can be ended early if a suitablecandidate is found.

    Our application process isdesigned to be fair straightforward and inclusive to engage with asmany applicants as possible. If you require reasonable adjustmentsplease let us know.

    Only shortlisted candidateswill be contacted.

    To give your application thebest chance of success please:

    Check that youmeet the criteria for the role.

    Apply with a CVthat is clear concise and correct.

    Tailor your CVto highlight your experience and relevant achievements to theposition.

    • Monday to Friday pm. 7.5hr day or part timeconsidered.
    • No weekend orbank holiday work.
    • No homevisits all client appointments are office based or byZoom.
    • Companypension.
    • Free onsite carparking.
    • Complimentary hotand cold beverages throughout theday.
    • Full time 21 daysAnnual Leave plus 8 bankholidays.
    • Qualifyingloyalty schemes including additional annual leave based on lengthof service.
    • Optionalwellbeing days.
    • Qualifyingprofit sharescheme.
    • Client referralscheme.
    • Sponsored learningtowards additional professionalexams.

    Remote Work :

    No

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