Independent Financial Advisor

Resource Matters Ltd; Chesterfield; On-site; GBP 75,000 - 90,000; Full time

Job summary

Join a renowned local IFA firm as an Independent Financial Advisor, where you'll provide holistic financial planning advice to a diverse client portfolio. This role offers superb paraplanning support and ongoing lead generation, ensuring you can focus on building strong client relationships. With a commitment to unmatched service and a personalized approach, this company values its employees and offers a comprehensive benefits package along with an unlimited bonus structure. If you're passionate about delivering high-quality financial advice and making a difference, this opportunity is perfect for you.

Benefits

Comprehensive Benefits Package

Unlimited Bonus Structure

Paraplanning Support

Client Portfolio Management

Qualifications

• Level 4 qualified in Financial Planning.
• Genuine desire to provide high-quality advice and service.

Responsibilities

• Provide holistic financial planning advice to clients.
• Manage a full client portfolio with ongoing advice fees.

Skills

Holistic Financial Planning

Client Relationship Management

Investment Knowledge

Tax Planning

Defined Contribution Pensions

Education

Level 4 Diploma in Financial Planning

Job description

Job Description

Basic Up to £75k + Package + Paraplanning + Full client portfolio with ongoing advice fees

Resource Matters has been retained by this well-known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring, you will provide holistic financial planning advice to a large portfolio of clients with substantial ongoing advice fees, and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy superb paraplanning support, a full client portfolio to build relationships with, and ongoing lead generation from the accountants.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to financial planning. You can feel confident knowing that the company aligns with their clients' best interests by using a simple and transparent fee structure and recognized European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, a very comprehensive benefits package, and an unlimited bonus structure.

The Independent Financial Advisor role comes with full client support, all ongoing advice fees, full admin & paraplanning support, and full lead generation.

Your Qualifications for the Independent Financial Advisor role:

• Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
• Genuine desire to provide a high standard of advice and service to clients
• You are engaging and can connect with a wide array of audiences
• Detailed knowledge of investments, tax planning, and defined contribution pensions

Apply today to be a part of a team environment where you can make a real difference. Quote reference RH 96143