IFA (Dip 4 Qualified) - Buckinghamshire / Surrey
IFA (Dip 4 Qualified) - Buckinghamshire / Surrey Our client is a Chartered Firm of Independent Financial Advisers, serving high net worth individuals and corporates for over 35 years. Experience required: Dealing with middle to High Net Worth individuals Employee Benefit Schemes (Particularly Auto Enrolment) Knowledge of Personal and Business protection solutions Some mortgage experience useful General working knowledge of individual and corporate pensions ideally inclusive of the pension transfer/switches regulatory process Portfolio investment experience inclusive of Trust Schemes of various types The individual must be self-motivated and able to network with other professionals such as Solicitors and Barristers. It would be hoped the individual would wish to become Chartered at some point in the future but this is not essential at outset. However, maintaining CPD and FCA requirements in order to trade will be essential. The successful candidate will be expected to time manage and run their own diary, focusing at all times on achieving targets for new business and the servicing of existing clients. Package: Employed or Self Employed package available Employed: £34K - 40k Basic (subject to own business clients) + Pension + Healthcare + Exam support if not already Chartered. Basic office hours are 9am to 5.30pm but due to the nature of IFA work, the successful candidate will be expected to be flexible at all times. The Firm uses Intelliflo software for client records and back office management. A suitable laptop will be provided for off-site work. Justified expenses and mileage allowance for genuine business travel will also be paid.