Independent Financial Advisor
Employed IFA’s required to service Doctors and Consultants with pre-qualified appointments booked in your diary!
Our client company has been entrusted with providing independent financial advice to their clients for over 40 years; now backed by one of Europe’s largest personal finance groups, they are in an excellent position for the long term. This firm has been appraised with numerous awards including Sunday Times 100 Best Companies to Work for 2015 and Investment Adviser of the year from Professional Adviser.
Clients and business opportunities
They have been endorsed by the trade union and professional body for Doctors in the UK for over 10 years and provided financial advice to over 9,000 of their members. With over 150,000 members part of the body, you will have access to a large number of Doctors and Consultants within your region to discuss their financial planning needs. Regional seminars are regularly held to discuss various different topics including saving & investing, pension, tax mitigation, life & income protection and IHT & Retirement Planning. Interested members will be contacted by the central team who will book an appointment in your diary within the local area.
Support from local administrators and their central team in Manchester, in order for you to spend more time with your clients. Plus, use of your regional office will be available for a hot desk facility. You will have to ability to block time out of your diary to complete admin / reports with most business undertaken during office hours.
Requirements to be considered
You should be Level 4 Diploma qualified in Financial Advice with a proven track record. Ideally you should have experience of providing first class financial planning to Doctors or HNW clients.
- Salary of £35,000 pa including benefits include: car allowance, mileage reimbursed, PMI, DIS and pension
- Average Adviser earnings is £75,000 - £90,000 with many earning in 6 figures
- All clients supplied to work with Doctors and Consultants (with pre-qualified meetings booked in your diary)
- Basingstoke x 3
- London x 3
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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.