IFA

Independent Financial Adviser with an existing client portfolio to take over

Location: Bristol

Basic: £50,000

Additional benefits:

Basic salary is £50,000+ and you will be given a great client bank with high overall earnings opportunities of £95,000 in your first year and £120,000 in your second year. This role has an excellent benefits package including a pension scheme of 5% matched in a private plan, Death In Service 3x salary, Private Health Scheme including dental and opportunities for professional development and industry engagement

This great IFA company is offering a basic salary of up to £50.000+ and achievable first year earnings of £95,000 and £120,000+ in the second year from a great quality client bank which is given to you! These levels of earnings are evidenced by other people who are earning this in their first two years with the company. This is a progressive and client-focused, holistic IFA company to join, stay and thrive within. Could this be you?

Would you like a client bank to engage with, work with and further develop?

This is a fantastic financial services job for an employed Wealth Planner to take over an existing client portfolio at a very well-respected Independent Advice Firm. This client is committed to providing the very best possible service to their clients and Independent Financial Planners. This is a company where IFAs will stay, as people thrive!

If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing holistic, independent financial advice solutions with an unlimited earnings potential!

With fantastic Paraplanning and Admin support, as an IFA you will get all the support you need to provide the best service possible to the clients.

Does this describe you? 

  • Client centric
  • Self-motivated, efficient, thorough and forward thinking
  • Professional, proactive, and a positive attitude with an ability to multi-task
  • Self-organised and able to prioritise workload to meet agreed deadlines
  • Highly customer focused, with analytical thinking and highly developed interpersonal skills
  • A minimum of two years in regulated Financial Advice

Your role: 

  • Developing a sustainable business model for the provision of advice to clients
  • Providing financial advice to clients on a range of financial planning solutions
  • Actively seeking and identifying new financial planning opportunities with clients to generate new business
  • Enjoying building and maintaining business relationships with professional connections
  • Meeting and exceeding agreed income and quality control targets
  • Ensuring a high-quality service, so that client needs are regularly reviewed and met

This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.

Interested?

To apply for this role, please use My Application, or alternatively, email your CV to [email protected]

Truestar Talent actively supports your career and our clients, specialising in recruiting for financial services industry

Passionate in finding the right long term happy homes, it’s about matching like-minded people to the right cultures

With a 90% success rate, we are fervent about creating great candidate experiences and championing quality clients in our industry

We are personally interested in you

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