Finance Advisor

Finance Advisor

A superb opportunity has arisen for an experienced Finance Advisor to join an established independent Financial Advisory Firm based in North Devon.

Our client provide independent advice across the market, including Retirement, Investment, Tax and Protection planning as well as Estate planning. They are hugely passionate about helping clients understand their needs and providing holistic financial planning solutions.

The successful applicant will receive provision of an abundance of in house leads and comprehensive training in all areas of financial planning to help reach targets. Full support is also provided by the para planning team to assist Finance Advisor with administrative tasks

Requirements

• Minimum level 4 DipFA Qualified and 2 years of Financial planning experience
• Must be able to work in the Barnstaple office

Must have proven ability to:

• Manage and prioritise own workload on a daily basis
• Provide pension, investments, protection, taxplanning & trusts advice
• Provide ownership of the advice process from start to finish
• Liaise with the paraplanning team to ensure a professional client journey
• Actively drive new business whilst managing existing client base
• Liaise with pension and investment company account managers
• keep up to date with industry changes, trends and new products

In return the successful applicant will receive:

• This is a self employed position and the successful applicant will receive:
• Between 40% & 80% of profit generated - % will vary depending on level of existing booked business. An existing client base is not a prerequisite requirement for this opportunity.
• Provision of leads
• Professional and supportive office environment
• Free parking
• Company pension
• Other benefits

To apply for this opportunity, please send your CV ASAP