Independent Financial Advisor - Truro, United Kingdom - Resource Matters Ltd

Resource Matters Ltd

Verified Company

Truro, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Basic Up to £60k + Package + flexible working + Paraplanning + Full clients & lead generation
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial planning advice to HNW clients.

The
Independent Financial Advisor will enjoy flexible working (home or office), paraplanning support and a full client portfolio to build relationships with.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning.

You can feel confident knowing that the company align with their client's best interests by using a simple andtransparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The
Independent Financial Advisor role comes with full client support, excellent lead generation, full admin & Paraplanning support with all on-going advice fees paid.

Your Qualifications for the Independent Financial Advisor role:

Level 4 qualified
Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
You are engaging and can connect with a wide array of audiences
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.