At a Glance
- Tasks: Manage and grow an established client portfolio while providing top-notch financial advice.
- Company: Join a respected national Independent Financial Advice firm in Dumfries.
- Benefits: Earn up to £75k, enjoy a generous bonus scheme and comprehensive benefits.
- Other info: Enjoy a supportive environment with excellent growth opportunities.
- Why this job: Inherit a lucrative client bank and focus on building strong client relationships.
- Qualifications: Proven experience as a Financial Adviser with Level 4 Diploma or higher.
Job Description
This is an attractive opportunity for an experienced Financial Adviser looking to inherit an established client bank and join a highly regarded national IFA firm.
Financial Adviser - Dumfries
A respected national Independent Financial Advice firm is seeking an experienced Financial Adviser to join its Dumfries office. The successful candidate will take over an established client portfolio generating approximately £300,000 of recurring income, providing an excellent platform for further development and growth.
You will be responsible for servicing an existing client base while benefiting from comprehensive administration and paraplanning support, enabling you to focus on delivering high-quality financial planning advice and strengthening client relationships.
Requirements
- Proven experience as a Financial Adviser
- Minimum Level 4 Diploma qualified (CII or equivalent)
- Ideally working towards, or already holding, Chartered Financial Planner status (CII or equivalent)
- Strong client relationship and communication skills
- A professional, client-focused approach to holistic financial planning
Package
- Employed position
- Basic salary up to £75,000
- Excellent bonus scheme
- Pension
- Comprehensive benefits package
- Established client portfolio with recurring income of circa £300,000
This opportunity would suit a relationship-driven adviser who is passionate about delivering excellent client outcomes and wishes to join a well-established, supportive, and growing financial planning business.
Employed IFA, Dumfries, Basic salary to £75k, full client bank, generous bonus scheme employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
