Financial Advisor

Pinstripe Personnel; Birmingham; Remote; GBP 60,000 - 70,000; Full time

Job summary

A financial planning firm is seeking an experienced Independent Financial Adviser to work remotely. You will provide financial advice to an existing client base, with a competitive salary of £60,000-£70,000 plus bonuses, aiming for an OTE of £80,000-£100,000. This role offers an excellent opportunity for driven individuals looking to enhance their career in a supportive environment.

Qualifications

• Minimum of a Diploma and experience as a Financial Adviser / Planner / IFA.

Responsibilities

• Provide financial advice remotely to clients.
• Service and nurture an existing client base.
• Utilize full paraplanning and administration support.

Skills

Financial planning expertise

Client relationship management

Communication skills

Education

Diploma in financial services

Job description

IndependentFinancialAdviser

Remote / HomeBased

ClientBaseProvided

Salary£60,000-£70,000plusbonusesOTE£80,000-£100,000

AIndependentFinancialPlanningfirmbasedintheMidlandsislookingtoappointanexperiencedFinancialAdviserorIFA.Theyhavebuiltthefirmonthebackofthelifelongpartnershipsandclosepersonalconnectionstheyhavecreatedwiththeirclients.Theyputtheclientattheforefrontofeverythingthefirmdoes.

The roleisremote / homebased andtherewillbeaclientbasetoserviceandnurture.Theadvicecanbegivenbyvideo,facetofaceorbyphoneifrequired.TheyalsoofferfullparaplanningandadministrationsupportalongwithmarketleadingITAndsoftware.

Inreturnthereisacompetitivepackagewithasalaryof£60,000-£70,000plusabonusstructuregenuineOTEof£80,000-£100,000 whichisaimedatrewardingtheIFA / FinancialPlannerforthehighlevelofservicerequired.

Thisroleisanoutstandingopportunityforadriven,ambitiousandexperiencedindividualwhoislookingforthenextstepintheircareer.

YouwillbeminimumofDiplomaandhaveexperienceasaFinancialAdviser / Planner / IFA.

PleasesendyourCVtoDouglasMcDougallformoreinformationonthisopportunity.