Financial Advisor

Sahasraa Solutions; Sampford Peverell; Hybrid; GBP 50,000 - 60,000; Full time

Job summary

Join a thriving boutique IFA firm as an Independent Financial Adviser, where you will manage a growing client portfolio and be supported by a dedicated team. This established firm, with over 40 years of experience, emphasizes client satisfaction and retention, offering a collaborative environment. You will have the opportunity to grow your client base further while enjoying a mix of home and office work. If you're passionate about providing exceptional financial advice and aligning with client-first values, this role is perfect for you.

Benefits

Salary of circa £50,000

Bonus structure

Flexible working from home

Family-owned firm with team care

Qualifications

• Must be fully Diploma qualified in Financial Planning or equivalent.
• Experience as a Financial Adviser is preferred.

Responsibilities

• Manage a client bank of approximately 100 clients generating £15m - £20m.
• Focus on client satisfaction and retention.

Skills

Financial Planning

Client Relationship Management

Advisory Experience

Education

Diploma in Financial Planning

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 view to continue passing over other clients to take the client bank to circa £30m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio.

The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values.

To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators.

Independent Financial Adviser Requirements

• You must be fully Diploma qualified in Financial Planning or equivalent.
• You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience).
• You should align with the company values of putting clients first.

The Company

Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs.

Independent Financial Adviser Benefits

• Salary of circa £50,000 plus bonus structure.
• Mixture of working from home and their office(s) in Tiverton and/or Exeter.
• Benefits to be discussed at interview.
• Opportunity to join a family owned firm who are look after their team.

Locations

• Tiverton
• Exeter
• Also open to speaking to Financial Advisors from other parts of the South West for potential future vacancies.