Independent Financial Advisor

Office Angels
England, Somerset, Wellington
£45000 - £60000 per annum
03 May 2019
31 May 2019
JN -052019-66190
Catherine Knight
Contract Type
Full Time

Office Angels Taunton is currently working with a Financial Management company based in a beautiful rural setting in between Tiverton and Wellington looking to recruit an experienced IFA on a permanent basis.

If you are working in a corporate environment that has a glass ceiling, no flexibility or opportunity to develop and make your stamp…this may be the role for you. This is a unique opportunity to have control over your earnings, develop an already successful and large client base with a £250K plus turnover and have the opportunity in the future to take over the reins of the business.

The successful applicant will be able to demonstrate a successful career to date with a strong emphasis on client relationships and have the desire to work in a small setting developing and expanding on a loyal existing client base.

You will be required to provide impartial advice to corporate and private clients in a variety of areas including:

  • Savings and Investments
  • Life Assurance
  • Critical Illness Cover
  • Income Protection
  • Pre-Retirement Planning
  • At-Retirement Planning
  • Long Term Care
  • Inheritance Tax Mitigation

It is important to note that this is not just an advisory position. You will be expected (not immediately) to take on controlled functions and day to day running of some aspects of the business. Looking forward the right candidate will be encouraged to take over the business gradually, benefiting from the very high earnings potential and control of the business.

This business is seeking an ethical, self driven individual with up to date knowledge of systems such as Distribution Technology.

This is a fantastic opportunity for an entrepreneurial advisor seeking to shape their own future.

As a qualified IFA you should expect a starting salary of £45K- £60K + PA plus uncapped bonus, but this can be discussed at interview.

If you are interested in this role, please apply online or contact Lydia on 01823 285 440. Alternatively, please send your CV directly to

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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