Sheffield, South Yorkshire
£40,000 - £50,000
IFA for Yorkshire based Financial Management Company providing bespoke Wealth Management Services
As Independent Financial Adviser, you will work as part of a small team focusing on pension, investment and tax advice. You will provide expert, independent advice to an existing bank of HNW clients, whilst building new business opportunities through referrals and networking.
The role would also suit an existing IFA with their own clients who wishes to become part of a well- established and respected local company who are directly authorised with the FCA.
Our client is a well-established, privately owned Financial Management company which provides bespoke Wealth Management Services including Discretionary Investment Portfolios and Pensions advice with in-house Compliance Department. A sister company, with an in-house qualified Trust and estate practitioner, produces Lasting Powers of Attorney, Wills, Probate Administration, Trusts as well as personal and trust & estates tax returns, offering clients a complete in-house service. This provides a unique selling point. The company's administration team and paraplanners provide full back office support along with marketing and compliance assistance.
Advisers are awarded quarterly discretionary bonuses dependent on the level of new funds under management introduced, which increases year on year thus building an increasing income stream for you. In addition, you may also receive an annual bonus depending on income against target. There is a generous car allowance, high pension contribution and income replacement plan.
As Independent Financial Adviser you will have an excellent track record of providing high quality independent advice along with level 6 qualification (or level 4 with AF7 and AF8 or equivalent and working towards level 6) and SPS.
The role offers an ambitious and self-motivated adviser the opportunity to generate a high income with significant bonuses and benefits.
If you wish to be considered for the role of Independent Financial Adviser please forward your CV, quoting reference 283071A.
WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK
Applications are invited with experience in: Independent Financial Adviser ifa Planner Wealth Manager manger Pensions Transfers Retirement Planning competent adviser Sheffield ifa jobs financial services Diploma qualified QCF Level 4 and hold Competent Advisor Status (CAS) AF3 / G60 HNW clients
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