Independent Financial Advisor
Are you looking for an Employed IFA role, with 4+ seminars booked in your diary each month with Teachers to provide pensions and investment advice?
The parent company of our client is a firm of respected Chartered Accountants. They are directly authorised offering full independent financial advice. They operate a separate IFA division, specialising in financial planning services to teachers, doctors and other professionals throughout the UK.
Clients and business opportunities
They have an immediate need for an IFA to cover the North West area, where they have a vast number of seminars planned for teachers within schools and colleges. Their current Independent Financial Advisor based on patch is earning in excess of £200k pa and is relocating to the South of England. You will be provided with circa 1 booked seminar per week to present to groups of teachers, doctors or government employees, which regularly leads to numerous enquiries for private consultations.
Full paraplanning and administration is provided from their team of 17 back office staff to support their current team of 12 IFA’s. Plus, the experienced Management team will be able to help develop business plans to ensure you met your goals.
Requirements to be considered
You must be capable of presenting to groups of 5 - 20 (sometimes up to circa 50) with professionals, such as teachers and have a proven track record of writing in excess of £75,000 commission income per annum.
- Salary of up to £40,000 pa with Financial Adviser earnings ranging between £70,000 - £200,000+
- The company pledge to book four seminars for you each month. The business mix is weighted towards pensions / AVC’s, with the remainder being protection and investments.
- As you will be provided with a substantial flow of business, a small personal client bank is preferred.
Manchester, North West (Should be based within Preston to Stoke-on-trent)
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