Independent Financial Adviser

  • Job Reference: Hampshire
  • Date Posted: 16 June 2024
  • Recruiter: Echelon 1 Recruitment
  • Location: Near Guildford
  • Remote Working: Some remote working possible
  • Salary: £100,000 to £180,000
  • Sector: Banking & Financial Services, Sales & Marketing, Self Employment, Independant Financial Advisor, Wealth Manager
  • Job Type: Permanent
  • Contact: Nick Jeal
  • Email: nick@echelon1recruitment.com

Job Description

Our client is a prestigious, multinational offshore independent brokerage who is changing the face of offshore investing with an ethical and client focused approach to the offshore IFA market.
 
With licenses in the UK, Cyprus, Dubai and Canada as well as MiFID II they have a truly global set up meaning that you can look after your valued clients wherever they live. 
 
With GDPR compliant lead generation, dedicated admin and compliance support teams already fully operational it gives you more time to spent with prospects and clients.
 
In Farnham they are looking for a DipFa 4 plus CAS qualified IFA with 3 years IFA experience or more to join their UK operation.
 
This role is slightly different as you will not only be looking for new business on a daily bases via the usual routes of networking, professional referrers and client referrals but also asked to look after existing HNW clients returning from offshore.
 
Lead generation is provided. 
 
The perfect candidate must have the above qualifications as well as have a proven track record on obtaining new business. 
 
Candidates ideally must live within 40 miles of Farnham.