Independent Financial Advisor

☞ RESOURCE MATTERS LIMITED

View: 102

Update day: 01-06-2024

Location: Stourbridge West Midlands

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting

Position: Associate

Job type: Full-time

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Job content

Basic Up to £70k + Package + flexible working + Paraplanning + Full clients & lead generation

Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial planning advice to HNW clients. The Independent Financial Advisor 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 Independent Financial Advisor role comes with full client support, excellent lead generation, full admin & Paraplanning support with all on-going advice fees paid.

Your Qualifications For The Independent Financial Advisor 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
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Deadline: 16-07-2024

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