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Employed IFA Basic salary to £60k, full client bank, generous bonus scheme
Job in
Penrith, Cumbria County, CA11, England, UK
Listed on 2026-08-15
Listing for:
MI Search Ltd
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
You will be responsible for servicing an existing client base while benefiting from comprehensive administration and paraplanning support, enabling you to focus on delivering high-quality financial planning advice and strengthening client relationships. Requirements Proven experience as a Financial Adviser Minimum Level 4 Diploma qualified (CII or equivalent) Ideally working towards, or already holding, Chartered Financial Planner status (CII or equivalent) Strong client relationship and communication skills A professional, client-focused approach to holistic financial planning Package Employed position Basic salary up to £60,000 Excellent bonus scheme Pension Comprehensive benefits package Established client portfolio with recurring income of circa £300,000 This opportunity would suit a relationship-driven adviser who is passionate about delivering excellent client outcomes and wishes to join a well-established, supportive, and growing financial planning business.
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