Newcastle Under Lyme
Independent Financial Adviser – Stoke-On-Trent – Up to £65,000
We are working with a well-established and IFA with a loyal and local client base looking for a new adviser to join their team. They have grown well over the last 2/3 years and have a strong presence across social media as well as networking events.
In this role there are circa 100 clients to be taken over with an average AUM of £250k. The reason for the role is due to two of the senior Directors looking to take a step back from advising to grow the firm.
Key Benefits:
- Competitive Financial Planner Bonus scheme with uncapped earnings potential.
- Client bank with significant AUM with a “professional” handover.
- Fully matched Pension contribution of 5.00%.
- Life Assurance, covering four times your basic salary.
- 28 Days of annual leave + bank holidays
- The opportunity to work in a vibrant and flexible environment, both in the office and remotely, maintaining the warm and welcoming atmosphere we’re known for.
Next Steps: If you’re a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we’d like to hear from you. We’re eager to fill this role swiftly.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.