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Independent Financial Adviser

  • Salary: £40000 - £45000 per annum + Bonus
  • Location: Grantham, Lincolnshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 35019

A well-established national wealth management firm, is searching for an experienced Independent Financial Adviser (IFA) to join their partnerships team in Grantham.

Our client is committed to providing innovative and impartial independent financial advice to individuals, businesses, employees, trusts, charities and Company Directors across the UK, with over £3BN of AUM and strong aspirations to continue growing.

Due to retirement, we're searching for an experienced IFA to operate in a client-facing capacity with their building society partnerships across the East Midlands and East Anglia regions and be responsible for servicing an existing portfolio of clients, whilst proactively working with professional introducers to grow the opportunity for new business.
This opportunity would be ideally suited to an individual with past experience within bancassurance who has developed a strong history of impartially advising individuals whole of market financial advice.

What we're searching for:

  • History of providing independent financial advice with a working knowledge or past history within bancassurance or similar
  • Diploma Level 4 qualified as a minimum
  • Controlled functions and current statement of professional standing
  • Comfortable working cross functionally and collaboratively to grow partnership relationships
  • Track record in retaining and growing portfolios of business within financial services
  • Able and willing to travel regionally to branches, to grow the opportunity of consulting with new and existing clients across the East Midlands and East Anglia regions

On offer is an a starting salary of up to £40,000 alongside a commission and bonus package which is remunerated on performance against portfolio management and growth objectives.

Full support provided, with a well-resourced administration and paraplanning team.

Apply in confidence or contact James Salmon at IDEX Consulting for additional information.

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