Financial Advisor

Overview

Independent Financial Advisor — Wakefield — Hybrid — Negotiable Salary + Bonuses + Benefits + PHI = £75,000+ — (Self-Employed Option Available)

An award winning Independent Financial Planning firm based near Wakefield is looking to appoint a financial adviser or IFA. They have an excellent reputation and provide holistic advice to a wide range of clients across the country.

The role can be hybrid 2 or 3 days per week in the office or fully office based. You will be working closely with the Principle and the Paraplanning and Administration team. There is full administration and paraplanning support.

• Work closely with the Principal and the Paraplanning and Administration team.
• Provide holistic financial planning to a wide range of clients with support from administration and paraplanning.

In return there is a competitive salary, bonus and benefits package which is aimed at rewarding the IFA / Financial Planner for the high level of service required. There is also the option of a self-employed contract.

The office is situated in the picturesque grounds of a National Trust stately home, where there is free parking and an on site café.

• Minimum Diploma level qualification.
• Experience as a Financial Adviser / Planner or IFA.

Please send your CV to Douglas McDougall for more information on this opportunity.