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    Experienced Independent Financial Adviser - England, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Heat Recruitment Ltd England, United Kingdom

    Found in: Jooble UK O C2 - 1 week ago

    Default job background
    Description
    Senior Independent Financial Adviser
    Circa £60,000 (Negotiable for the Right Candidate) + Bonus
    23 days holiday + BH

    • Detailed training and development program
    • Social events
    • Hybrid working approach - flexi hours

    We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business.

    If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you

    Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning.


    • Assess client needs and develop tailored financial solutions to meet their goals.
    • Additional bonus structure based on targets and company performance
    • Clients to inherit upon arrival, providing a strong foundation for immediate success.
    • Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function.
    Minimum Level 4 Diploma in Financial Planning.

    • Extensive experience as a Financial Adviser, preferably in a senior role.
    • Strong knowledge of investment, pensions, protection, and estate planning.
    • If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply.

    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.


    Synonyms:
    IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF #J-18808-Ljbffr
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