IFA - £40m Client Book Provided-Barnstaple - to £75,000 + Bonus + Hybrid / Flexible Working

IFA - £40m Client Book Provided-Barnstaple - to £75,000 + Bonus + Hybrid / Flexible Working

Barnstaple Full-Time 75000 - 75000 £ / year (est.) No working from home possible
Financial Divisions

At a Glance

  • Tasks: Provide expert financial advice and manage a £40m client book.
  • Company: Established Chartered Independent Financial Planning firm with national presence.
  • Benefits: Salary up to £75,000, bonus, and hybrid/flexible working options.
  • Other info: Join a growing firm committed to adviser development and success.
  • Why this job: Inherit an established client base and grow your career in a supportive environment.
  • Qualifications: Experience as a financial adviser and strong client relationship skills.

The predicted salary is between 75000 - 75000 £ per year.

An excellent opportunity has arisen for an Independent Financial Adviser to join a well-established and growing Chartered Independent Financial Planning firm with a strong national presence, excellent Financial Adviser support infrastructure and a genuine commitment to adviser development.

Our client is a wonderful business and are offering the opportunity to inherit an established client book of £40m.

Salary to £75,000 + Bonus + Hybrid/Flexible Working

Location: Barnstaple

IFA - £40m Client Book Provided-Barnstaple - to £75,000 + Bonus + Hybrid / Flexible Working employer: Financial Divisions

Join a leading Chartered Independent Financial Planning firm in Barnstaple, where you will benefit from a robust support infrastructure and a commitment to your professional growth. With a generous salary package, flexible working options, and the chance to inherit a substantial client book, this role offers a unique opportunity for meaningful career advancement in a supportive and dynamic environment.

Financial Divisions

Contact Details:

Financial Divisions Recruitment Team

We think you need these skills to ace IFA - £40m Client Book Provided-Barnstaple - to £75,000 + Bonus + Hybrid / Flexible Working

Financial Planning
Client Relationship Management
Investment Knowledge
Regulatory Compliance
Communication Skills
Analytical Skills
Sales Skills