Financial Advisor/IFA

Location

South West: Wiltshire.

Salary

£45,000 - £50,000

Job Reference

DFP51281

Job Profile

IFA – Wiltshire - £45-£50k per annum plus bonus, 25 days holiday, PMI.

An established and renowned IFA Practice with offices throughout the UK are now seeking an experienced Financial Services Advisor (IFA) to join their Wiltshire team.  You will provide full Financial Advice to a portfolio of clients making recommendations on how best to suit their individual goals and needs.  You will work with a portfolio of clients as well as establishing relationships and new business from existing clients providing advice across a variety of financial services products including Pensions, Investments & Savings/Protection.  You will work closely with clients understanding their needs and develop a financial plan making suitable recommendations to meet their goals and ambitions. 

The role will be based in Wiltshire working full-time Monday to Friday 9.00am – 5.00pm.

Applicant Requirements

About you:

  • You must be motivated, personable and be a professional individual striving to provide an excellent customer services experience
  • Excellent time management skills and experience is essential
  • Experience working as a Financial Advisor / IFABe level 4 Diploma qualified
  • A full clean driving licence and own car is essential

Contact

Donna Pastor
Tel: 0782 111 9773
Email: dfpastor@iauk.co.uk
IAUK

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