Independent Financial Advisor

Service Care Solutions; Ipswich; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Referral bonus of £250

Referral bonus

Job summary

A well-established financial advisory firm in Ipswich is seeking an Independent Financial Advisor to take over a retiring advisor's portfolio. You will service existing clients and build new business, providing a significant earning potential. The role requires at least a Level 4 Diploma and strong client-facing and technical skills. This is a permanent contract with hybrid working options and a referral bonus of £250 for successful placements.

Qualifications

• Experience in a similar Advisory role, servicing clients and building new business.
• Great technical ability with experience of dealing with a range of clients.
• Strong technical ability and excellent communication and organisation.

Responsibilities

• Take over a retiring advisor’s portfolio and service existing clients.
• Build new business to maximize earning potential.
• Provide financial advice with high professional standards.

Skills

Client facing skills

Communication

Organizational skills

Technical ability

Technical ability

Education

Level 4 Diploma

Job description

Overview

Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Ipswich for an Independent Financial Advisor to join the team on a permanent basis. The IFA will take over a retiring advisor’s portfolio and will be responsible for servicing existing clients as well as building new business which will provide a large earning potential.

Responsibilities

Service Care Solutions are recruiting an Independent Financial Advisor to take over a retiring advisor’s portfolio, service existing clients, and build new business to maximise earning potential.

Candidate Criteria

• Level 4 Diploma as a minimum with experience post qualification
• Experience in a similar Advisory role, servicing clients and building up new business
• Great technical ability with experience of dealing with a range of clients
• Great client facing skills, with great communication and high-level organisation

Employment details

Contract: Permanent

Start Date: Flexible

Hybrid Working

Contact

[e-mail]

Phone: [phone]

Referral bonus: Service Care Solutions also offers a £250 referral bonus. If you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral after their probationary period.

Compensation

Base pay range

This range is provided by Service Care Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Note: Start date and pay details are subject to discussion with the recruiter.

Other

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