Independent Financial Advisor - Hybrid Role

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

Benefits offered by this job

Referral bonus of £250

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.

Responsibilities

• Take over a retiring advisor’s portfolio and service existing clients.
• Build new business to maximize earning potential.

Skills

Client facing skills

Communication

Organizational skills

Technical ability

Education

Level 4 Diploma

Job description

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.