Independent Finanial Advisor - Office Based

Our client, one of the nation’s largest independent financial advisory firms, currently has a new opportunity for an office based independent financial adviser to join their team.


You will provide excellent financial advice service to existing clients. This role would no doubt suit an experienced and qualified Financial Planner/IFA who has excellent knowledge of the advisory process and proven experience of doing a similar desk based financial advisory role, or a face-to-face adviser, also possessing remote/telephone advisory skills, who is looking to take on an office based role.


The successful candidate will possess excellent knowledge of the advisory process and FCA regulations, good knowledge and understanding of investments and pensions, exceptional telephone manner and style, the ability and eagerness to take on this new role and help with shaping its direction, good working knowledge of Microsoft Office software including MS Outlook, Word & Excel and have the Level 4 Diploma in Financial Planning.


For the right candidate a competitive basic salary and bonus structure is available. Also a company benefits package will be provided.

Sector Financial Services
Region South West
SalaryBasic of circa £35,000
Job typePermanent

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