More jobs:
Self-Employed Adviser; IFA
Job Description & How to Apply Below
Self Employed IFA - Honiton/Remote
We are looking for an experienced, client-focused Independent Financial Adviser (IFA) to join our client's growing team in Honiton. This is a fantastic opportunity to take on a mixed client portfolio (corporate and private) in a well-supported, salaried role with excellent benefits and clear progression potential.
The Role
As a fully-fledged IFA, you'll be joining a stable, established business with a strong corporate client base. You will:
- Deliver personal financial advice to members of corporate schemes
- Manage and develop a small bank of private clients
- Run member surgeries and consultations as part of workplace schemes
- Provide high-quality, independent financial planning with full admin and paraplanning support
This role is ideal for someone with at least 1-2 years' post-CAS experience who is ready to step into a more autonomous advisory position without the pressure of building a client bank from scratch.
What We're Looking For
- CAS status (minimum of 1-2 years advising experience post-CAS)
- Level 4 Diploma qualified (CII or equivalent)
- Experience with corporate clients is not essential
What's On Offer
- Base Salary dependant on experience
- Bonus Scheme:
Performance- and company-profit-based - Annual Pay & Bonus Review:
Every December
Benefits Package
- Holiday: 25 days, increasing with industry experience (up to 30 days)
- Pension: 6% employer contribution (minimum 4% employee)
- Life Insurance: 3x salary (non-contributory, from day one)
- Private Medical Insurance:
Available after 3-month probation - Income Protection
- Study Support: 26 half-days per Chartered exam + exam costs covered
- CII Membership:
Fully funded - Hybrid Working:
Up to 2 days per week from home
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×