Independent Financial Advisor

This employed, Independent Financial Adviser job covering Tiverton, Taunton and Wellington provides opportunity to join a boutique, IFA firm due to continued growth across the business

You will be provided with approximately 200 clients, generating around £50m – £60m. This will continue to grow over the long term from additional clients being passed over, natural organic growth and activities you undertake to bolster the portfolio.

The business puts client satisfaction and client retention at the heart of what they do, therefore looking for individuals who share these values.

To enable you to focus on giving the best advice to clients, you will be supported by their team of Paraplanners and Administrators.

Independent Financial Adviser Requirements

• You must be fully Diploma qualified in Financial Planning or equivalent
• You should have some experience as a Financial Adviser (our client is happy to consider a range in level of advice experience)
• You should align with the company values of putting clients first

The Company

Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring local IFAs who want their clients to be serviced by a team of local IFAs.

Independent Financial Adviser Benefits

• Salary open to discussion
• Mixture of working from home and their office(s) in Tiverton and/or Exeter – although please note most clients attend their office in Tiverton for their face-to-face reviews, so you will need to be present in the office regularly for these
• Benefits to be discussed at interview
• Opportunity to join a family owned firm who are look after their team

Locations

Tiverton, Taunton and Wellington

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