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Independent Financial Advisor

  • Salary: £60000 - £70000 per annum + Package + bonus
  • Location: Northamptonshire
  • Sector: Financial Planning
  • Job type: Permanent
  • Date posted:
    08 Jan 2021
  • Job reference: 34921

Are you looking for a role with a substantial client bank provided?

Tired of having to generate all of your own leads?

Want to work with a firm who are partnered with introducers?

This could be he role for you.

I am representing an independent financial planning business who are looking for an experience Adviser to come on board and take over an existing client bank.

This client bank is made up of high net worth clients and is worth £35m funds under management.

You will be tasked with retaining this client bank in year one and developing it there after.

The role is a 75% servicing and 25% new business.

The business is also part of an accountancy practice, so you will be tasked with building relationships with the Accountants who are incentivised to pass good quality leads to you.

It is a holistic financial planning role and the ideal candidate will be chartered or have the ambition to become chartered.

Full study support is provided along with a substantial basic package along with a bonus scheme too.

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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