Independent Financial Advisor IFA NEW

Reed Insurance
16 Apr 2017
16 May 2017
Contract Type
Full Time
Self Employed IFA - West Yorkshire - Package dependent upon experience
Are you currently an IFA looking to join a growing team, equipped to provide you with full admin support, freeing up more of your time to build your client base and bring in extra income?

Are you currently self employed and working within a large firm, but feel you should earn more based on the amount you generate?

Are you working within Bank Assurance and looking to progress as a Financial Advisor, within a highly successful wealth management practise?

If so this may be an ideal opportunity for you.
I am fortunate to be working in partnership with an established Wealth Management Firm within West Yorkshire, who are currently looking for their future Independent Financial Advisers; people who are confident in their abilities.

As a successful IFA the role will be a mix of office based and on the road and you would be in charge of your own diary within reason.
Initially you would be working closely with existing Financial Advisers and understanding the business mix and opportunities available.
You will manage existing client relationships and work on a high number of leads, whilst developing these further with professional connections and referrals. You will be technically proficient and be a team player willing to work with like minded individuals.

As an ideal candidate you will be working towards Chartered Status, and it is essential to hold the Diploma in Financial Planning and have experience as an IFA.
Alternatively my client is happy to look at individuals from a Bank assurance background.
In return you will receive:

The opportunity to work on a Self Employed basis
Full Paraplanning and back office assistance
Available leads and professional connections
Plenty of self - sustaining business opportunities to work with, which will compliment the techniques that you have employed during your career as an Independent Financial Advisor.
Succession planning for the future

This is a great opportunity and one which offers great career progression. If you meet the application criteria, please apply or contact Helen Spriggs on 0113 2368957or email for more information.

Reed Specialist Recruitment Limited is an employment agency and employment business