Independent Financial Adviser
We have an exciting opportunity for an independent financial adviser to join our team here at Applewood Independent.
Applewood Independent have been providing independent financial advice in the local areas since 1998. We specialise in advice on investments, pensions and inheritance tax planning, including onshore and offshore trusts and investments.
The adviser role would involve managing an assigned number of our existing clients and providing them with our high-level standard of service. You will meet with these clients and conduct a regular review of their investments, whilst making any necessary recommendations for change in line with our strategies here at Applewood. You will be expected to identify and maximise any new business opportunities that arise, along with supporting your clients and our team with any queries.
You must be qualified and have experience of advising clients, with an excellent knowledge of Investments and Pensions. You will preferably be working towards a chartered status, which we will provide financial support for. You will ideally also be locally based, as you may be required to visit clients.
The role comes with a range of benefits as detailed below.
- 27 days holiday, (not including bank holidays) with 3 of these to be used for between Christmas and New Year
- £50,000 to £60,000pa
- 5%+5% pension following the completion of a probationary period
- 4 times death in service following the completion of a probationary period.
- Private Medical Insurance
- Quarterly bonus based on performance
If you are interested in the above role please e-mail your CV to email@example.com