Servicing Independent Financial Adviser

This is a different kind of adviser opportunity. With an emphasis on servicing existing clients rather than developing new business this is an opportunity to put clients first without needing to worry about where the next appointment is coming from. It is an opportunity to have a stable income with a package that is primarily made up of an attractive basic salary as there is no new business target associated with the role. It is also an opportunity to develop a greater balance between work life and home life as all duties will fall within normal office hours with no weekend or evening work required.

We believe this is a fantastic opportunity to work for one of the region’s largest and most successful IFA practices who are looking for an experienced financial planner to look after a portfolio of established clients who require ongoing servicing. The main focus of the role is to provide regular reviews, assess the suitability of the arrangements in place and react to client requests. It is supported by a highly qualified paraplanning and administration team allowing the incumbent to focus on client work.

Successful candidates will be level 4 qualified as a minimum and have a background in regulated financial planning advice. Although this is a servicing role there will be an annual discretionary bonus scheme in place.

For further information and a confidential discussion about this position, please apply here