Independent Financial Adviser

Experienced Independent Financial Adviser required to join industry leading IFA practice. We have an established and active client bank of over 200 clients (£125k+ average client size) solely for the candidate to manage. Applewood specialise in Investments and Pensions advice and our clients tend to be mostly retired. Our advice is always centric to the clients best interests so impeachable morals and ethics are very important for all staff to have and especially those with a client facing role.

The job mainly includes seeing clients and conducting their reviews on an annual (or more frequent) basis. The successful candidate would be expected to engage in networking with solicitors and accountants to increase their clients under management on top of our successful investment seminars which we run every quarter. The administration and paraplanning for new and existing business is all handled by the team in house leaving advisers to focus on seeing clients and generating new leads.

Our requirements are as follows -

• Experience in giving independent advice essential
• Excellent compliance record          
• Level 4 Diploma minimum, Chartered or Fellow preferred
• Advanced pensions qualifications (AF3, G60 or similar)

As well as a competitive salary we also offer a 5+5 contributory pension, 4x DIS, 27 days holiday as well as other benefits. We would also consider an enhancement to the package if we were taking on funds under management as well as an adviser coming on board with Applewood.