Niche Sector IFA with Clients - £30-50k - Leeds
Our client is one of the UK's largest and most respected advisory companies who provide independent, personal and proactive advisory service to their clients. As an Independent Financial Adviser you will typically provide advice on the full range of financial planning services such as: investments; retirement; tax; education; savings; protection; long term care and mortgage planning.
You will focus within a Niche Sector of Medical Professionals and be provided with Leads a Client Bank and Seminar Referrals, you will not be expected to have your own client bank.
You will be provided with administrative support to assist in providing an holistic advisory service whilst also having access to a number of central service functions such as Research, Marketing, Professional Development and Training and the Legal and Regulatory Department.
The successful applicant will provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives. you will always act in a compliant manner, providing excellent customer service and adhering to the FCA principles of "Treating Customers Fairly".
The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals and the running seminars.
In return you will be offered an attractive basic package with unlimited bonus potential and a platform achieve success.