Employed IFA

Recruiter
Heat Recruitment
Location
Leeds
Salary
40000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Are you ambitious, driven, and wanting to work in a role with no ceiling on earnings?

Salary - £40,000 + Bonus

Due to an increase in workload, a leading, Chartered Accountancy Firm is looking to grow its Financial Planning team and hire an experienced Employed Independent Financial Adviser. The business has an established reputable brand, and is looking for you to partake in growing the operation by taking on an already established client bank, and supporting the continuing expansion of the firm.

As an IFA, you will be responsible for providing an exceptional client service, and achieving set targets in-line with the companies’ strategy and operational goals.

You will be provided with access to the latest in technology to aid you in your duties within an environment that is conducive to growth. You will be given full back office support, and you will have the opportunity to develop your own business, bringing on new clients with no limit to your earning potential.

Responsibilities:

  • Dealing with, IHT, SIPP, SSAS, Mortgages, and Investments.
  • Offer holistic advice thorough financial advice to clients.
  • To provide exceptional Client service building long term relationships.
  • To adhere to the principles of TCF to work towards the company compliance standards and professional development scheme.
  • Delivering formal recommendations.
  • Following up new business initiatives.

Skills:

  • Diploma Qualified with previous experience with Financial Planning.
  • Experience within accountancy is desired.
  • Ideally you will have some transferable clients although this is not essential
  • Experience of dealing with HNW clients and a proven track record of hitting new business targets.
  • CAS essential
  • Proven experience of writing new business.

Are you ambitious, driven, and wanting to work in a role with no ceiling on earnings?

Salary - £40,000 + Bonus

Due to an increase in workload, a leading, Chartered Accountancy Firm is looking to grow its Financial Planning team and hire an experienced Employed Independent Financial Adviser. The business has an established reputable brand, and is looking for you to partake in growing the operation by taking on an already established client bank, and supporting the continuing expansion of the firm.

As an IFA, you will be responsible for providing an exceptional client service, and achieving set targets in-line with the companies’ strategy and operational goals.

You will be provided with access to the latest in technology to aid you in your duties within an environment that is conducive to growth. You will be given full back office support, and you will have the opportunity to develop your own business, bringing on new clients with no limit to your earning potential.

Responsibilities:

  • Dealing with, IHT, SIPP, SSAS, Mortgages, and Investments.
  • Offer holistic advice thorough financial advice to clients.
  • To provide exceptional Client service building long term relationships.
  • To adhere to the principles of TCF to work towards the company compliance standards and professional development scheme.
  • Delivering formal recommendations.
  • Following up new business initiatives.

Skills:

  • Diploma Qualified with previous experience with Financial Planning.
  • Experience within accountancy is desired.
  • Ideally you will have some transferable clients although this is not essential
  • Experience of dealing with HNW clients and a proven track record of hitting new business targets.
  • CAS essential
  • Proven experience of writing new business.