Independent Financial Adviser

The Role
You will take ownership of an existing book of clients. You’ll give independent, whole-of-market advice on investments, pensions, retirement planning and protection. You will be backed by experienced paraplanning and administrative support, so you can focus on building client relationships and delivering advice.

Key Details

• Location: Cornwall
• Salary: to £75,000 plus uncapped bonus
• Qualifications: Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
• Scope: Substantial established client bank available from day one

What We Are Looking For

• A qualified IFA with a proven advisory track record
• A strong relationship-builder who can take on and develop an existing client base
• A sound understanding of investment, pension and retirement planning
• A client-focused, compliant approach to advice