£salary + bonus paid every 3 months
Our client is a bespoke independent Financial Planners, based in Wimbourne. Due to an extremely successful period of business, they are now looking to expand by adding a new member to the Financial Planning team and handover 100 clients. This is an employed position.
The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on several the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package
• Hold previous experience within an IFA / Financial Planning Practice
• Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
• Previous experience dealing with High Net Worth Clients desirable but not essential
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