Independent Financial Advisor
Are you an experienced IFA looking to develop your career by joining an IFA firm, with its own investment proposition, clients available for servicing and excellent remuneration
This independent financial advice group has grown significantly since its inception in 2011, through acquiring smaller IFA’s plus organic growth by developing accountancy connections and various marketing initiatives. With over 150 years’ experience combined from their Senior team, they are in a great position to continue developing the business.
Clients and business opportunities
Following recent acquisition, they are looking for Financial Advisers to service their acquired clients. Typically, their clients are from a professional or business background and have investable assets of £150k up to £5m! With their own central investment proposition, which is model portfolio based and managed on a discretionary mandate, they can offer a bespoke investment philosophy to clients. You should look to nurture the existing relationships with clients and build strong rapport, plus generate referrals and new business from professional connections.
Training and Development
Support will be provided from their experienced management team for personal development and further qualifications.
Requirements to be considered
In order to be considered for this fantastic opportunity, you should be Level 4 Diploma qualified Financial Adviser with experience in providing quality financial advice. You should have the gravitas to deal with their Director level clients.
- Salary of £35,000 - £45,000 pa dependent upon experience with bonuses paid after salary validation plus company benefits including car allowance, pension and 4x DIS
- Self-employed option with competitive commission splits and no fees
- OTE of £60,000 in the first year, rising to £120,000+ in subsequent years
- Full administration support
- Branding and marketing support
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.