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Employed independent financial adviser - penrith - full client bank provided

Penrith
Freelance
MI Search Ltd
Independent financial advisor
Posted: 18 March
Offer description

Job Description

This respected national IFA firm is currently seeking an experienced financial adviser in Penrith to take over an established portfolio of circa £300k recurring income.

In this role you will be provided with an established client portfolio to service and also administration and paraplanning support.

You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivalent) as a minimum but ideally working towards or hold Chartered status (CII or equivalent) and have a high quality and client focussed approach to financial planning.

This role is an employed position with a basic salary to £60,000, excellent bonus scheme, pension and benefits.

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