Independent Financial Advisor

Sector: Accountancy, Banking and Finance
Salary: TBA
Location: Honiton
Role: Full Time
Contract: Permanent
Job ref: 908304
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Just Recruitment is hiring on behalf of an award-winning Financial Planning company based in Devon.

You will be taking over a fund worth around £13m from an existing IFA who is retiring. You will be responsible for maintaining the book of business by forming loyal and lasting relationships with the client base.

If you have ever thought about becoming a self-employed IFA this is the ideal opportunity for you, as there is already renewal income being generated.

Top associates at this firm are already earning in excess of £150,000 per year. They also offer full compliance support as well as cover for advice liability and responsibility.

Responsibilities Include:

  • Assisting customers with pension and investment products.
  • Developing a positive relationship with all customers.
  • Responding to customer enquiries and identifying the customer’s needs.
  • Servicing existing client bank.
  • Acting in accordance with current regulatory procedures.

The ideal person:

  • You are honest, ethical and always put the needs of your client’s first.
  • You will have an excellent ability to build rapport.
  • You will have exceptional customer service skills.
  • You will be proactive and able to use your own initiative.
  • You will be a qualified Financial Advisor or a QCA level 4 paraplanner looking to move into advice.
Contact Daniel Waters to talk about this role on 01473 259923