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Financial Advisor

www.topfinancialjobs.co.uk - Jobboard

England

On-site

GBP 40,000 - 80,000

Full time

Yesterday
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Job summary

An established industry player is seeking an Independent Financial Adviser to join their boutique firm on the Devon/Somerset border. This role offers the exciting opportunity to manage a substantial client portfolio of around 100 clients, generating significant revenue. With continued growth in the business, this position allows you to expand your expertise while working in a supportive environment. If you are a driven financial professional looking to make a meaningful impact, this opportunity is perfect for you.

Responsibilities

  • Join a growing boutique IFA firm with a strong client base.
  • Manage approximately 100 clients generating £15m - £20m.

Job description

This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business. Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon or Somerset.

Upon joining, you will be provided with approximately 100 clients, generating around £15m - £20m, with a view to continue passing over other clients.

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