Financial Adviser – Cardiff and Swansea - £50k-£75k

£50,000 - £75,000 yearly
  • Recruit UK
  • Cardiff/Swansea UK
  • 24/07/2018
Full time Financial Adviser / IFA

Job Description

Recruit UK are representing an established national IFA firm which has completed numerous acquisitions to date and have seen their profits increase by 83% over the last year.

They are looking for an IFA to take on an existing client base around the Cardiff and Swansea areas. On top of the existing clients they also have a high level of referrals to work with.

The role includes:
* Existing client portfolio + high level of qualified leads
* Competitive salary up to £50-£75k (dependent on qualifications/experience)
* £400 per month car allowance
* Defined bonus worked out through validation (no grey area with earnings)
* Comprehensive benefits: Pension, Share options etc..
* Laptop/Phone
* Full back office support (Dedicated Paraplanners/Admin/Pension Transfer Team)
* Ring fence existing clients on joining
* Option to go self-employed in future

They are looking for an Adviser with a broad range of experience across Financial Planning and the ability to work effectively from home and provide a professional service. They will also consider Advisers on a self-employed basis for the same role (clients provided).

For further information regarding this role please contact Ryan Bartlett on 01179-170410 or email ryan.bartlett@recruitukltd.co.uk (quote reference – 12683).