Independent Financial Adviser - IFA
5 days ago
Barnstaple
Independent Financial Adviser - Take over existing client base (retiring adviser) North Devon/Barnstaple My client is a large, successful and very reputable firm of Independent Financial Advisers, who span across the whole of the UK. The opportunity has arisen for a driven, individual with Level 4 Diploma to join the business and enjoy excellent financial reward coupled with superior client satisfaction. • New business mainly comes from his existing client base and introducers , you don’t actively prospect. They have more work than they can handle., • They’re open to different adviser profiles - could be junior or experienced, and from a paraplanning background or already advising., • Preference for advisers who can work from the office twice per week, to maintain professionalism and client engagement., • Clients are also seen through local accountancy practices., • The focus is on long-term relationships rather than transactional business., • Client base described as “very nice” - good quality, loyal clients, though not necessarily high-net-worth. The ideal candidate must have: • Diploma Level 4 qualified, • If current adviser then SPS - competent adviser status, • Knowledge and experience of having provided i...