Independent Financial Advisor

Reference:	1409
Vacancy:	Permanent opportunity
Location:	Bath & NE Somerset
Salary:	£40,000 - £45,000
Benefits:

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The company

One of the largest and most prestigious firms of independent financial advisors in the U.K with an international presence serviced by a worldwide base of 6,000 professionals.

Established for over 40 years and the winner of numerous industry awards including best IFA 2007 and 2008.

The role

Based within the Bath office there is a requirement for 2 additional IFAS to compliment their team of 18 financial advisors, one of the best performing teams in the U.K

Your remit is to formulate tailored Financial Planning advice and construct comprehensive and rigorously compliant Wealth Management Recommendation Reports.

As an IFA of choice for the BMA, the firm regularly runs seminars and sponsors local events whilst offering great sales support to all advisors.

Candidate requirements

You will need to be highly motivated and be able to demonstrate a track record of success gained as an IFA within a leading market player or on your own account servicing and developing a portfolio of clients with varying needs and expectations.

A natural networker with personality, intelligence and presence capable of forming and leaving a positive impression amongst a target audience of high net worth individuals. Intuitive sales and marketing abilities.

Strong inter-personal skills are essential together with an appetite to identify and capture emerging market potential translating opportunity into recurring business and profit.