Self-Employed Financial Adviser

Heat Recruitment
Newcastle Upon Tyne
16 Apr 2019
21 May 2019
Contract Type
Full Time

This is a bespoke and highly reputable IFA practice that advises a diverse range of HNW private and corporate clients. This practice has a strong market presence in the North of England, and provides comprehensive range of financial planning services.

The Opportunity

Due to business growth and an increased demand of their services this highly reputable firm would like to welcome experienced Financial Advisers to the team.

You will benefit from generous bonus splits, full back office support, leads and an existing client bank to generate business from. Exam support is also available to individuals who want to progress towards chartered status.

What’s needed for me to be considered?

  • Previous experience advising private and corporate clients in a holistic environment
  • Hold level 4 Diploma in financial planning
  • Ability to generate new business alongside servicing existing clients
  • Transferable clients (Advantageous, but not essential)

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms

Independent Financial Adviser, Financial Adviser, Adviser, IFA, Financial Planner, Chartered Financial Adviser, Chartered Financial Planner, Chartered IFA, Chartered Adviser, Wealth Planner, Chartered Wealth Planner, Employed IFA, Self-employed IFA,

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