Independent Financial Advisor
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
Your main responsibility will be to deliver quality financial planning and wealth management to their existing clients. As part of your duties, you should look to uplift / enhance the clients servicing agreements, where appropriate. You shall receive some new clients from their dedicated lead generation. In addition, you should look to self-generate some new clients and identify new business opportunities.
Requirements to be considered
This would suit a Financial Adviser who has minimum 1 years’ experience of providing financial advice and looking to further develop their skill. You should be driven to succeed and have excellent relationship building skills.
- Starting salary of approximately £35,000 dependent upon experience and qualifications
- OTE of circa £60,000+
- Full technical administration support from their head office team plus local support
- Branding and marketing support
- Mentoring from a highly successful and dynamic Financial Adviser
Contact us: Call us now on 0208 0044 154 to further discuss this position with one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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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.
This job was originally posted as www.totaljobs.com/job/80670425