Financial Adviser

Are you the qualified and experienced independent financial planner we are looking for to join an established IFA practice in North Devon?

This could be either a full-time role or a part-time, reduced hours position. Please tell us your requirements and well see if they can be accommodated.

The objective is to find the right person who will become a committed and long-term member of the team. If you are qualified to advise and have experience, please do apply, we would really like to hear from you. If you wish to conduct this on a confidential basis rather than apply through a job board, please reach out via the contact page on the Recruitment Rebellion website.

This is an opportunity to work with a small, established, experienced and friendly team. The business is directly regulated with the FCA and highly respected in the local area. The person who joins will be taking on an existing portfolio of clients and there is no requirement to bring your own business or generate leads. The client portfolio regularly generates the income to ensure that you will receive a good remuneration, and this is made up of a basic salary plus quarterly bonus payment.

The role

• Advising clients predominantly in the areas of investments and pensions.
• Maintaining the existing client base and ensuring the clients continue to receive the high levels of service they are used to.
• Become an integral part of a small team and be a source of information and resource for your more junior colleagues.
• Continue your own professional development and keep abreast of IFA industry changes and developments.

Essential skills

• Qualified to Diploma Level 4 and be qualified to advise.
• Have experienced gained as a financial planner/adviser we are happy to consider those with less experience who are keen to progress their career.
• Be able to work from our office in North Devon.
• Be happy working in a small and close knit, friendly team that focuses on client service and what is best for the client.
• Be used to working with a range of clients with different financial planning needs and requirements.

Benefits

• Monday to Friday 9.00 5.00pm. 7.5hr day. Or part time considered.
• No weekend or Bank Holiday work.
• No home visits, all client appointments are office based or by Zoom.
• Company pension.
• Free on-site car parking.
• Complimentary hot and cold beverages throughout the day.
• Full time 21 days Annual Leave plus 8 bank holidays.
• Qualifying loyalty schemes including additional annual leave, based on length of service.
• Optional well-being days.
• Qualifying profit share scheme.
• Client referral scheme.
• Sponsored learning towards professional exams.

About the company

Our client is a well-established firm of independent Financial Advisers.

Further information

Recruitment Rebellion Limited is advertising this vacancy on behalf of our client.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

To give your application, the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.