Global Wealth Advisory firm has an excellent opportunity for an Independent Financial Advisor.
Job Purpose
Provide an independent wealth management service to the retail sector
Specific Duties
Generate new business through referrals and networking
Complete in depth client fact finds
Provide an in depth wealth management service to clients and preserve and increase their portfolio’s
Promote the full range of Lending, Savings and Investment opportunities to clients
Experience Required
Applicants must be RDR Ready and have a full range of professional qualifications e.g. FPC, CEFA, IMC, CFP or equivalent
Applicants must have a minimum of 2 years independent financial advising experience with a client book
Strong academic background
Excellent communication skills and a spotless compliance record
This role offers a basic salary in the region of £30-50k + Exceptional Bonus Scheme + benefits