Financial Advisor - Client bank given - experienced and Junior considered
other jobs REED Insurance
Added before 66 Days
- England,South West,Devon
- full-time
- £35,000 - £55,000 per annum, inc benefits
Job Description:
�? Job Opportunity: Independent Financial Advisor (IFA) - Ivybridge, Plymouth
Are you passionate about providing expert financial guidance? Do you thrive in an independent, client-focused environment? Look no further! We’re seeking a skilled Independent Financial Advisor (IFA) to join my client in Ivybridge, near Plymouth.
About Us:
* We’re a well-established and respected financial advisory firm serving clients in Plymouth, South Devon, and across the UK.
* Our commitment to independence means we offer impartial advice, free from ties to any financial institutions.
* With access to the entire market, we provide fully-informed recommendations to both individuals and businesses.
Role Overview:
* As an IFA, you’ll have the opportunity to work with a diverse clientele, including existing clients and new prospects.
* We’re open to applications from experienced IFAs as well as trainees or junior advisors.
* Collaborate with our team of four directors, administrative staff, and paraplanners who provide essential support.
* Utilise their efficient back-office systems and cutting-edge research tools to enhance your productivity.
Key Responsibilities:
* Conduct comprehensive financial assessments for clients, considering their unique needs, goals, and risk tolerance.
* Provide tailored advice on investments, pensions, insurance, and estate planning.
* Foster strong client relationships through regular reviews and proactive communication.
* Contribute to business growth by acquiring new clients and meeting performance targets.
Requirements:
* Qualified as an IFA (Level 4 Diploma in Financial Planning or equivalent).
* Excellent interpersonal skills and the ability to explain complex financial concepts clearly.
* A proactive approach to business development and client acquisition.
* Flexibility to work in a hybrid model, combining office-based and client-facing activities.
Package:
* Competitive compensation based on experience.
* Supportive work environment with a collaborative team.
* Opportunity to make a meaningful impact on clients’ financial well-being.
If you’re ready to take your IFA career to the next level, apply today! Send your CV to
Are you passionate about providing expert financial guidance? Do you thrive in an independent, client-focused environment? Look no further! We’re seeking a skilled Independent Financial Advisor (IFA) to join my client in Ivybridge, near Plymouth.
About Us:
* We’re a well-established and respected financial advisory firm serving clients in Plymouth, South Devon, and across the UK.
* Our commitment to independence means we offer impartial advice, free from ties to any financial institutions.
* With access to the entire market, we provide fully-informed recommendations to both individuals and businesses.
Role Overview:
* As an IFA, you’ll have the opportunity to work with a diverse clientele, including existing clients and new prospects.
* We’re open to applications from experienced IFAs as well as trainees or junior advisors.
* Collaborate with our team of four directors, administrative staff, and paraplanners who provide essential support.
* Utilise their efficient back-office systems and cutting-edge research tools to enhance your productivity.
Key Responsibilities:
* Conduct comprehensive financial assessments for clients, considering their unique needs, goals, and risk tolerance.
* Provide tailored advice on investments, pensions, insurance, and estate planning.
* Foster strong client relationships through regular reviews and proactive communication.
* Contribute to business growth by acquiring new clients and meeting performance targets.
Requirements:
* Qualified as an IFA (Level 4 Diploma in Financial Planning or equivalent).
* Excellent interpersonal skills and the ability to explain complex financial concepts clearly.
* A proactive approach to business development and client acquisition.
* Flexibility to work in a hybrid model, combining office-based and client-facing activities.
Package:
* Competitive compensation based on experience.
* Supportive work environment with a collaborative team.
* Opportunity to make a meaningful impact on clients’ financial well-being.
If you’re ready to take your IFA career to the next level, apply today! Send your CV to
Job number 1468339
metapel
Company Details:
REED Insurance
Company size: 2,500–4,999 employees
Industry: Other
Reed Insurance is the UK’s #1 insurance and financial services recruitment agency, with offices located strategically in every financial service...