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Financial Adviser

Posted 21 days ago

  • Taunton, Somerset
  • Any
  • External
  • Expired - 2 months ago
Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire.
As part of their next phase of growth, they are looking to recruit top performers into their team.
Financial Advisor Requirements
You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience
You should have a proven, demonstrable track record in being able to convert business opportunities
Individuals close to Chartered status would be preferred
Full and comprehensive back office support
Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, ...
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