Independent Financial Adviser

Independent Financial Adviser 

Basic up to £75,000 plus full benefits and uncapped bonus scheme 

An experienced Financial Advisor in the Haywards Heath area, based from home you will be servicing and developing an existing client bank. 

This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success

Alongside servicing the clients provided, you should look to convert business opportunities provided from company marketing initiatives. Plus, build up the portfolio through undertaking proactive activities yourself, including asking for referrals, networking and utilising social media.

You will deliver advice to clients through a mixture of in-person at the clients’ home or business premises, virtually by Teams, Zoom or in one of the company’s offices.

Financial Advisor Requirements

You should be a Level 4 Diploma qualified, ideally working towards Chartered status and have CAS status. You should have a proven, demonstrable track record in being able to convert business opportunities.

You receive complete Admin and Paraplanner suppport.

Financial Advisor Benefits

Salary of £50,000 - £75,000 subject to experience and qualifications. Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE. b Home based role.

Send your CV to david@advanceyourcareer.com