Reference:
FSR06518
Role:
Independant Financial Advisor Roles, Salaried IFA, Advisor Roles, Bank Advisor Roles
Salary:
£55,000 to £75,000 Per Annum
Benefits:
£100K earnings potential
Town/City:
Milton-Keynes
Contract Type:
Salaried
Closing Date:
31/10/2024
IFA role in the Reading / Milton-Keynes area
Our Client is a very well-established national IFA Company with an excellent reputation.They are looking for an experienced Financial Adviser to manage and service an excellent High Net Worth Client bank with over £30m funds under management. You can also bring some of your own Clients which will remain yours and their trail fees will go towards your bonus scheme.
The role involves providing an excellent on-going service to these existing Clients as well as identifying new business opportunities with these Clients. They provide you with excellent back up and support from a very experienced team of Paraplanners and Administrators. In fact you will actually have your own personal Paraplanner assigned to you. They will do all the research and report writing for you as well as obtaining valuation statements and recommendations. This gives you ample opportunity of spending your time infront of your Clients rahter than getting 'bogged' down in admin work.
One of the great features of this Company is that you get to work with a great team of people who offer an excellent working environment. Everybody helps and supports everbody and it is such a friendly place to be.
You get an excellent negotiable salary between £50K-£75K depending on your level of experience and qualifications. You get bonuses from day one as the trail level is high which covers your validation level!!
There is also an excellent benefits package and earnings in your first year should be in the £100K region. Go for it!!
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