Independent Financial Adviser - would suit a current Paraplanner

Accountancy jobs >> Accounting/Financial/Insurance




Are you a current Financial Adviser and looking to be provided with existing clients from a family run IFA firm?

The Company

This family run Independent Financial Advisory firm based in South London provides holistic financial planning to their clients. They are able to provide their clients with a full advice service on wealth management and mortgage advice from their experienced Financial Adviser team who are backed by skilled support staff. They are looking to recruit Independent Financial Advisers to join their team. This role could suit an ambitious Paraplanner looking to become a Financial Adviser.

Clients and business opportunities as an Independent Financial Adviser

As an Independent Financial Adviser, you will be provided with existing clients to takeover their ongoing servicing. In addition, you should look to generate new business. The two Directors of the business are looking to step away from financial advising in the medium-to-long term future; as such are looking to create a sustainable succession plan. Therefore, this is an excellent opportunity over the short and long term!

Requirements to be considered as an Independent Financial Adviser

Ideally you should be early in your career as a Financial Adviser and have the ambition to take your role to the next level. You should have already achieved some success as a Financial Adviser but looking to grow your experience further. Alternatively, they would be interested in a Level 4 Diploma qualified Paraplanner looking for the transition to become a Financial Adviser. Ideally you should have desire to become Level 6 Chartered Financial Planner status.


* Salary of circa £40,000

* OTE £60,000 - £80,000 in first 12 – 18 months

* Rising to OTE of £150,000 - £200,000 in 3 – 4 years

* Highly desirable opportunity to takeover servicing of an existing client bank

* Paraplanning and administration will be provided

* Working from their offices in Coulsdon with home working available

* Short term and long-term benefit!



Call us now on (phone number removed) or click Apply

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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
  • 1
  • Negotiable
  • None
  • None
  • CV-113531
  • Permanent
  • 0

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