Independent Financial Adviser (IFA) - Teacher seminars

Exchange Street Financial Services
Preston, UK
18 Aug 2019
09 Sep 2019
Contract Type
Full Time
Put me in front of a client and I'll make a sale

And that's what this advice business will do. They'll put you in front of clients. They host seminars for teachers with financial planning needs. And these seminars generate over 1,000 leads each year with six advisers to deal with them. And being good at numbers you'll know that's a lot of opportunities to make a sale.

So all the marketing and lead generation stuff you don't currently get, you'll get. And why shouldn't you?

After all, you're a financial adviser. You're not the reincarnation of David Ogilvy (and if you need to look him up you definitely aren't a marketeer).

This is a business where the model works. Where advisers who have started with nothing are earning £40,000 to six-figures plus. In a firm where some advisers no longer need leads because they are at capacity. Where you'll keep between 50% and 90% of the business you produce.

It is self-employed. It requires hard work. It needs someone who can turn a lead into a sale and then into a referral. But the part you don't enjoy, getting in front of the client, is taken care of.

The owner of the business set the company up from scratch. He is now focused on running the firm, so can dedicate time to helping you get established.

There are openings in Lancashire, Birmingham and the East Midlands. Make us aware of your interest (send a CV, leave a number, PM me) and we can put you in touch with the business owner. You can then explore it with him before committing too much time.

Similar jobs

Similar jobs