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Independent Financial Adviser

  • Salary: £35000 - £45000 per annum
  • Location: Swansea
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    24 Feb 2021
  • Job reference: 34713

Award-winning financial planning firm who provide an excellent financial planning service are looking for an exceptional IFA to join their team. For the successful IFA, you will have the option to join on an employed, or self employed basis.

You will be providing a service of the highest calibre to clients for savings and investments, tax planning, DB pension advice, estate planning and pension and retirement planning.

You will work with the business's existing client portfolio whilst continuing to deal with your own connections.

You'll have a strong track record and be confident of winning new business. You will have existing relationships with introducers to continue to grow your client bank.

This firm would provide a safe home to your existing clients and their increasing brand and reputation would enable you to grow your business effectively.

You will receive a full administrative and paraplanning service which is one of the best in the market.

Benefits include employer funded group personal pension, income protection, PMI and an excellent holiday allowance.

Full package and commission will be based on current business levels.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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