Independent Financial Advisor

Sector: Accountancy, Banking and Finance
Salary: Competitive
Location: Honiton
Role: Full Time
Contract: Permanent
Job ref: 908634
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Just Recruitment is hiring on behalf of an award-winning Financial Planning company in Devon. 

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 clients 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