Financial Adviser - Professional Leads provided
Our client is a national market leading IFA practice, providing specialist niche financial advice and solutions for the specific needs of ultra HNW professionals. They are looking for an experienced financial adviser to provide holistic advice to their clients in the Birmingham area.
You will be a provider of choice in their niche area, combining an in-depth understanding of your client’s career path and their life-long financial needs. Working from home, you will be required to travel to visit clients.
You will also be qualified to QCF Level 4 and able to demonstrate a proven track record of success. You will stand out from the crowd with a passion for excellence in both customer service and exceeding sales targets.
DipPFS (or equivalent Financial Services Diploma)
Proven successful track record dealing with ultra HNW individuals
Excellent communication and presentation skills
- In-depth knowledge of complex Pension schemes
Competitive basic salary
Flexible benefit opportunities
Performance related bonus and recognition schemes
Generous Employer-backed Pension
if you are a dynamic and successful financial consultant looking to build on your success and forge a long-term career working with a market leader this is a fantastic opportunity for you!