Independent Financial Adviser - Portman Financial People : Job Details

I am currently working with an independent financial adviser firm inWorcesterwho are looking to recruit several employed advisers due to a mixture of growth and retiring advisers. As a result, clients will be provided.They are independent and Chartered and very proud of the culture they’ve managed to cultivate.They’re looking for advisers at both ends of the experience spectrum, trainees and Chartered planners are both invited to apply.

• You will avail of admin and paraplanning support as standard
• Join a large, friendly advice team
• Inherit a warm client bank, existing clients of £150m FUM are due to be allocated over the next 12-18 months to the new advisers coming on board
• The role is a mixture of both servicing and new business
• Holistic financial planning, bonds, ISAs, VCTs, EISs, IHT etc

Benefits:

• Salary £45k - £75k
• Bonus 25% - 35% after validation
• 25 days annual leave, rising in line with service
• 5 days per year for volunteering
• Long-term share options
• Long-term ability to form a joint venture and start your own business with a guaranteed salary and agreed exit

Would you like to find out more?Luke Smith