Self-Employed IFA 80:20 Split - Birmingham

Verridian Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

You have the opportunity to join a Prestigious Practice who have been taken over by a Discretionary Fund Manager who posses 13 offices Nationwide as an IFA. The recent acquisition means that the IFA are looking to increase headcount from 80 RI's.


  • contacting clients and setting up meetings, either within an office environment or in clients homes or business premises;
  • conducting in-depth reviews of clients financial circumstances, current provision and future aims;
  • analysing information and preparing plans best suited to individual clients requirements;
  • completing risk analyses;
  • researching the marketplace and providing clients with information on new and existing products and services;
  • designing financial strategies;
  • assisting clients to make informed decisions;
  • reviewing and responding to clients changing needs and financial circumstances;


  • DipFS / Level 4, CAS and SPS
  • excellent communication, interpersonal and listening skills;
  • the capability to explain complex information simply and clearly;
  • the ability to network and establish relationships with clients;
  • research and analytical skills;
  • self-motivation and organisation;
  • a good level of numeracy and IT skills;
  • a target-driven mindset;
  • a flexible approach to work;
  • an ethical and professional approach to work.

It is expected that you will currently be a successful Self-Employed IFA who wishes to join an organisation that offers a very strong proposition and access to working with a DFM. A split of 80:20 is provided with no further charges.