Self Employed IFA

Recruiter
Heat Recruitment
Location
London, South East England
Salary
70000.0000
Posted
07 Jul 2017
Closes
06 Aug 2017
Contract Type
Permanent
Hours
Full Time

Job Title: Seld Employed IFA

Location: London / Surrey

Salary: Comptetive Package + Benefits + Bonus


A well established and prestigious IFA firm with a strong Accountancy venture attached, currently require several qualified Self Employed IFA’s to join their expanding team.

This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full paraplanning, compliance and administrative support and a healthy commission split.

The ideal candidate will need to be ambitious and committed to client service, have excellent knowledge of the financial services market place, a strong lead generator and be fully qualified.

There is an excellent opportunity here to boost and grow an existing Client Bank, with the brilliant opportunity to cross sell on the accountancy side of the business, and generate a healthy income for a committed professional.

Responsibilities:

Manage and develop profitable relationships

Provide in-depth assessments of client’s needs, selling benefits of products

Expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs

Generate the entirety of their leads to work from

Committed to providing quality advice and solutions through knowledge of UK financial Pensions and Investments products and services

Skills:

Level 4 Diploma Qualified in Financial Planning

Experience of working within a Financial Services Environment

Excellent Communication skills

Strong understanding of the current financial market

Strong knowledge of Pensions and Investments products

synonyms:

*Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

A well established and prestigious IFA firm with a strong Accountancy venture attached, currently require several qualified Self Employed IFA’s to join their expanding team.

This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full paraplanning, compliance and administrative support and a healthy commission split.

The ideal candidate will need to be ambitious and committed to client service, have excellent knowledge of the financial services market place, a strong lead generator and be fully qualified.

There is an excellent opportunity here to boost and grow an existing Client Bank, with the brilliant opportunity to cross sell on the accountancy side of the business, and generate a healthy income for a committed professional.

Responsibilities:

Manage and develop profitable relationships

Provide in-depth assessments of client’s needs, selling benefits of products

Expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs

Generate the entirety of their leads to work from

Committed to providing quality advice and solutions through knowledge of UK financial Pensions and Investments products and services

Skills:

Level 4 Diploma Qualified in Financial Planning

Experience of working within a Financial Services Environment

Excellent Communication skills

Strong understanding of the current financial market

Strong knowledge of Pensions and Investments products

synonyms:

*Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.