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Independent Financial Advisor

Job LocationBradford
EducationNot Mentioned
Salary£55,000 - £70,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Basic Up to £70k + Package + Paraplanning + Full client portfolio with on-going advice fees due to retiring advisorResource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you willbenefit from leads from the accountants. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.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 clients best interests by using a simple andtransparent fee structure and recognised European custodians.Its 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 from the accountants.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 96143Required skills
  • Financial Advice
  • Financial Planning
  • Investments
  • Pensions
  • Independent Financial Advice

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