Independent Financial Adviser

Burton Recruitment Limited
£35k + Commission
27 Sep 2017
03 Nov 2017
Contract Type
Full Time
Due to continued success, our client, a reputable leader within the financial services industry is actively seeking an experienced, dedicated and ambitious Independent Financial Advisor to complement their growing team on a permanent basis. Key responsibilities will include; * Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer's needs and objectives in line with the company's defined business standards. * Working with professional introducers with the support of experienced paraplanners * Provide Private Client advice including; Protection; Investments including Direct/ISA/Onshore Bond/Offshore Bond/Structured Product/VCTs/EIS; Pensions including PPs/Drawdown/Annuity/ SIPP/SSAS; IHT and Trust Planning * Provide Corporate advice including; Group Risk, Group Pension, Auto Enrolment, Protection * Plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager * Professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers The successful applicant will be qualified to Diploma Level 4 Status with a minimum of 12 months'' experience as a qualified IFA. This is a fantastic opportunity to join an award-winning firm with 360-degree support, a competitive remunerations package with an uncapped commission structure and plenty of opportunities for internal progression.
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