INDEPENDENT FINANCIAL ADVISER - NO CLIENTS REQUIRED
A highly respected and market leading national financial planning firm is looking for INDEPENDENT FINANCIAL ADVISERS to join its READING office.
Highly successful for nearly 20 years this visionary organisation has gone from strength to strength using changes in legislation and economic conditions to seize market share and create new business opportunities. Armed with a fully independent and a highly competitive proposition the company has £multiple billions of funds under management and advises wealthy individuals (£200,000 - £6 million to invest) as well as SME’s and Large Corporates.
Culturally the business understands that the strength of the organisation comes from the combined abilities of its staff and believes further success lies in providing personal development at all levels, a robust support network and an adult and flexible working environment.
As part of a national team of 30 IFA’s providing support to companies with up to 28,000 employees, your role will be to provide ethical and impartial private client advice to scheme members with diverse issues which may include but are not limited to; pension increase exchange, flexible retirement and transfer. There is NO COLD CALLING and ALL CLIENTS ARE SUPPLIED! You will be assisted in your role by a team of 20 dedicated Paraplanners and sales support as well as state of the art technology.
The division has a proven development program guided by a team leader and a personal mentor you will improve your skills, knowledge, technical abilities and add to your industry exams. Typically, the process for taking Level 4 Diploma qualified individuals through to advice takes 6 months. Advisers produce between £160 - £260,000 in fees per annum. Career development opportunities are vast and could lead to team management and face to face advice.
This role would suit any Level 4 Diploma in Financial Planning qualified or equivalent individual who is looking to progress to providing Financial Advice. Suitable backgrounds may include but are not limited to Mortgage Brokers, Paraplanner, Sales Support, Pension Administrator.Salary £30,000 - £45,000 + OTE £80,000 + Pension + PHI + PMI.
This job was originally posted as www.totaljobs.com/job/81457157