Independent Financial Advisor

Resource Matters Ltd; Clydebank; On-site; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking firm as an Independent Financial Advisor, where your expertise will guide clients through their financial journeys. This role offers a robust support system, including comprehensive paraplanning and lead generation, ensuring you can focus on delivering exceptional service. With a commitment to client-centric solutions and a transparent fee structure, you'll thrive in a collaborative environment that values your contributions. Enjoy an attractive salary and a benefits package designed to help you achieve your long-term goals while making a real difference in clients' lives.

Benefits

Comprehensive Benefits Package

Unlimited Bonus Structure

Full Admin Support

Paraplanning Support

Qualifications

• Level 4 qualified in Financial Planning.
• Desire to provide high-standard advice and service.

Responsibilities

• Provide holistic financial planning advice to clients.
• Manage a large portfolio of clients with ongoing lead generation.

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

Excellent Basic + Package + Paraplanning + Full Lead Generation + 40% Bonus paid with no Validation

Resource Matters have been retained by this well known 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 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 on-going lead generation local lead introducers.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised 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, very comprehensive benefits package and an un-limited bonus structure.

The Independent Financial Advisor role comes with full client support, all on-going 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 make a real difference. Quote reference RH 96143