Personal Finance Society

IFA

Resource Matters Ltd
Tiverton, Devon, United Kingdom
12 days ago

Description

Basic £45k- £60k Package flexible working Paraplanning 200 Client Portfolio with all on-going fees Resource Matters have been retained by this well known National Company to recruit an experienced IFA. Our client provides regulated holistic financial planning advice to HNW clients. The IFA will enjoy flexible working (home or office), paraplanning support and a full client portfolio to build relationships with. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The IFA role comes with a large client portfolio with all on-going advice fees, admin and paraplanning support. Your Qualifications for the IFA role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Job Information

  • Job ID: f14adde5-3328182620
  • Location:
    Tiverton, Devon, United Kingdom
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