At a Glance
- Tasks: Manage and grow client relationships while providing expert financial advice.
- Company: Join a top 100 IFA firm with a forward-thinking approach.
- Benefits: Competitive salary, bonus opportunities, profit share, and generous holiday allowance.
- Other info: Work from home or your own office in a dynamic team environment.
- Why this job: Be part of a rapidly growing business with excellent support and development.
- Qualifications: 2 years' experience as an Adviser and Competent Adviser Status required.
The predicted salary is between 45000 - 48000 £ per year.
We have an exciting opportunity for an existing Adviser looking to further progress their career with a progressive, forward looking business.
The role involves looking after an existing client bank covering the Herefordshire area.
The nearest local office is Bristol
It is the opportunity to join a progressive, forward thinking, growing business, working as part of a close knit team, with excellent support and development opportunities.
- If you fit the following criteria, this could be the ideal role for you:
- 2 years' experience as an Adviser and achieved Competent Adviser Status (CAS)
- Hold a current Statement of Professional Standing (SPS)
- IT literate
- Able to work from home or own office
- Able to manage your own time and business relationships
- Maintain and build a business model based around client support
- Strong Compliance focus.
- Brand aware and professional at all times
- Passionate about your work and added value you give to clients
- Forward thinking and accepting of change
- Beyond 'Fit and Proper' standards
- Aspirational in setting and achieving goals
- Key Benefits
- Competitive salary between £45,000 - £48,000
- Opportunity to start earning bonus immediately
- Bonus paid on both Initial and Ongoing fees
- 4% Profit Share
- Contributory Pension Scheme
- £3600pa car allowance, available immediately
- 33 days holiday (inc Bank Holiday)
- Paid time off over Christmas Death in Service
The firm was founded in 2010 and is the FT top 100 IFA firms, it is continuing to expand and represents a fantastic opportunity to join a rapidly growing business, with bold growth plans.
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Financial Advisor employer: Truestar Talent Ltd
Join a prestigious Wealth Management firm in Norwich/Norfolk, where you will thrive in a supportive and high-performing team culture. With competitive salaries, flexible working options, and a comprehensive benefits package including a generous pension scheme and car allowance, this role offers exceptional opportunities for both experienced Advisers and those new to the field to grow and excel in their careers.
