Self-Employed IFA - Milton Keynes - Salary Negotiable
Our client is looking for a competent self-employed Independent Financial Adviser with a strong background in business development to join their expanding team.
They are a well-respected, whole of market IFA who will provide back office systems, pay for all FCA and PI fees and provide any necessary training required. They also have an office to work from and there is scope to be home based for the majority of the role.
Leads will be provided for you and there is an active client bank for you to work from.
You will be a self motivated Industry Professional with the confidence and ability to offer a first class level of customer service to your portfolio of high net worth clients.
Give compliant financial plans for individuals, using knowledge of investment strategies, protection plans and retirement structures
To grow your own portfolio of high net worth clients by developing new business opportunities from your existing Clients
Adhere to TCF, the Data Protection Act and Anti-Money Laundering requirements whilst managing time efficiently
Assessing client’s financial circumstances, understand their needs and develop comprehensive financial plans
Skills and Qualifications
The right candidate will have CAS and Diploma in Financial Planning
An existing client back to bring into the business is preferable but not necessary
Good ability to generate leads is essential