IFA

Basic salary is to £55,000 and you will be given a large wealth management client bank with high overall earnings opportunities. 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 chartered financial planning company is looking for a Wealth Adviser comfortable working with affluent individuals and families. This is a hybrid role based in the Taunton office, and you will use the IFA firm’s specifically designed platform to aid you in your role.

You will be working within a hand-picked team of professionals to deliver the highest standard of advice to a client bank that will be assigned to you when you start with the IFA firm. The proposition is the firm’s digital proposition designed to service new and existing clients efficiently and remotely using their in-house platform.

This role would suit an experienced (minimum 3 years in an IFA Role, with Level 4 Diploma, perhaps working towards Chartered) tech-savvy adviser who has the hunger and desire to make a name for themselves and the opportunity to earn a 6-figure salary.  This is a progressive and client-focused, holistic IFA company to join, stay and thrive within. Could this be you?

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

If you are considering a whole of market financial advice role, with an exciting forward-thinking IFA firm, 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 Administrative support, as an IFA you will get all the support you need to provide the best service possible to the clients.

Does this describe your role as a Financial Planner?

• Client centric and genuinely putting the clients’ needs first
• Self-motivated, efficient, thorough and forward thinking
• Working closely with wealthy clients to support their financial life goals
• Appreciates complex and HNW advice
• 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

Your IFA 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.