Work as a Financial Adviser in Aylestone
The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -
Basic Salary
£50,000 to £60,000 basic for Diploma qualified. £65,000 to £80,000 for Chartered
Annual Bonus
Annual discretionary end of year bonus for all employees who have completed a years service
Client Bank
Pension Scheme
Employee Contribution of 4% with an employer contribution of 5%.
Death In Service Scheme
You will receive death in service benefit at 4 x your annual salary. For those employees that have recently joined us, you will receive this benefit once you have successfully completed your probationary period.
Cash Plan
You will receive a health benefit called Cash Plan. Typical benefits under the plan are reimbursement of cost in respect of optical, dental and other consultations. Access to a 24-hour counselling advice line and face to face counselling if required.
Upgraded Cash Plan
- All employees are given the basic levels of the cash plan as part of their remuneration package. You will be offered the opportunity to purchase an enhanced package or include family members.
Holiday:
20 days plus Bank Holidays additional days holiday based on length of service. Upon completion of 3-, 5- and 10-years service, one extra day is added to your holiday entitlement on 1 st
January following completion of the relevant service
Training And Professional Qualifications
My client takes pride in supporting and paying for our staff to undertake professional qualifications relevant to your job role once you have passed your three-month probation
Christmas Party and Summer Events
Fully funded by the Company for all to attend.
My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA based covering the Leicester area. The Company provides financial planning led investment management services and offers independent financial advice on retirement planning and options and funding long term care. My client offers discretionary portfolio management, investment advisory service, and stockbroking and share exchange services. My client also offers tax and estate planning.
Want to apply?
The successful candidate must have:
Level 4 Diploma for Financial Advisers (DipFA) or Level 6 Diploma in Financial Advice (Adv DipFA) or working towards
Current or recent held Competent Adviser Status (CAS)
Current or recent held Statement of Professional Standing (SPS)
Experience as a Financial Adviser within the financial services industry
Knowledge and experience of having provided investment, protection, pension solutions and Estate Planning
Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
Driving licence and ability to travel.
If youre looking for a full-time, employed financial advice role, with the flexibility of home and field-based work, then this is the role for you. Youll be providing holistic, independent financial advice solutions that meet customers protection, investment and retirement planning needs. Plus, youll be working with established client base as well as working with new leads.
This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a fast-growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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