Overview
This respected national IFA firm is currently seeking an experienced financial adviser in the Oswestry area to take over an established portfolio of clients with circa £250-300k recurring income.
Responsibilities
- Take over an established client portfolio and provide ongoing financial planning and advisory services.
- Provide administration and paraplanning support as part of the role.
Qualifications
- Experience as a financial adviser.
- Level 4 Diploma status (CII or equivalent) as a minimum; ideally working towards or holding Chartered status (CII or equivalent).
- High-quality, client-focused approach to financial planning.
Employment and Benefits
This role is an employed position with a basic salary to £65,000, excellent bonus scheme, pension and benefits.
Employed Independent Financial Adviser - Oswestry - basic salary to £65k + generous bonus 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.
