Location
LISKEARD
Salary £38000 - £40000 TypePermanent WorkplaceOn-Site Ref83742
Recruiter Managing This Role
Location: Liskeard, Cornwall
Salary: £40,000 £45,000
Title: Financial Advisor
On offer is a very generous base salary and discretionary bonus. As well as full paraplanning support and the opportunity to build a highly successful portfolio with full support of the business.
You will start with a small number of existing high net worth clients, but this role will place a focus on business development and generation of new business. This will be helped by utilising the firms existing relationships with investment clients. A transferrable client bank is not a necessity for this role.
Role Description
1. Offer full comprehensive financial advice
2. Manage a small existing portfolio of high net worth clients
3. Network internally and externally to generate new business to further expand your portfolio
4. Provide guidance to Paraplanning and Administration teams
5. Current Client Bank to service
6. New business will be required over a period of time
Skills required
7. Level 4 Diploma in Regulated Financial Planning.
8. Competent Adviser status.
9. Goals to achieve Chartered status.
10. Proven track record of success in an IFA role.