The Role
You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice.
Key Details
- Location: Inverness
- Salary: £70,000 – £75,000 plus benefits and uncapped bonus
- Qualifications: Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
- Scope: Established client bank, with further clients transitioning over time
Salary and Package
The basic salary is £70,000 to £75,000 plus a comprehensive benefits package.
What We Are Looking For
- A qualified IFA with a proven advisory track record
- A strong relationship-builder who can take on and develop an existing client base
- A sound understanding of investment, pension and retirement planning
- A client-focused, compliant approach to advice
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