Job Industry  
 
   
Position Type  
 
   
Location  
 
   
Keyword  

Job Details

General Detials
Job Title: Independent Financial Adviser
Company Name: Chartered accountants
Approximate Salary: £40k basic
Location: Wiltshire area
Country: United Kingdom
Position Type: Full Time
Industry Accountancy/IFA Roles

View all jobs in Accountancy/IFA Roles
 
Job Description

Independent Financial Advisor 

Office Based

Wiltshire Area 

Basic Salary up to £40k

We are currently recruiting for a leading South West based chartered accountancy/IFA firm with plush offices in Somerset & Wilts who focus on providing high quality service to affluent clients.  We are looking for a high quality Independent Financial adviser who will receive:

  • £40k per year basic
  • Strong commission structure
  • Office support
  • Pension contribution

Job Description for an Independent Financial Adviser

This is an excellent opportunity to join a dynamic, forward thinking Accountancy/IFA based in Somerset but with new offices in Wiltshire where you will provide bespoke holistic financial planning advice to HNW and investment based clients from the affluent rural community. You will have:

  • Clients provided
  • Admin & Paraplanning support
  • Assitance in personal development
  • Plush office location
  • Full employed package with long term prospects

Experience and Key skills required for an Independent financial adviser.

  • Competent Adviser Status
  • IFA rather than bancassurance background preferably although not essential if can provide record of success.  
  • Fully AFPC qualified (or equivalent) preferable
  • Proven track record of success within financial services.
  • Results-driven with a proactive approach
  • You will also have an excellent compliance record

Apply Today

 
Experience Level

Must have prior experience dealing with HNW clients

Preferably AFPC or diploma qualified

Preferably accountancy based IFA experience

 
Education Level
Preferably Degree educated
 
Back