Independent Financial Adviser

Premier Jobs UK Limited
Newcastle Upon Tyne, UK
17 Aug 2019
31 Aug 2019
Contract Type
Full Time
Are you looking for an exciting position as an Independent Financial Adviser with plenty of leads readily available, working within an award-winning business?

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This IFA firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use their Independent Financial Advisers for financial planning. In addition, they are award winners' due to their expertise including 'Best Retirement Planner' and ranked within 'Top 25 IFA Companies'

Independent Financial Adviser - client opportunities

As an Independent Financial Adviser, you will be working within their specialist team, which are provided with booked appointments for employees of their Corporate Pensions clients. Through regularly tendering for new projects, they are generating new relationships on consistent basis, therefore have a high volume of quality leads for new business that are distributed to their IFAs. You shall be focusing on financial advice across a variety of areas, with particular emphasis on pension increases, enhanced transfer values and considering flexible retirement options. In addition, you should look to identify and develop new business where possible through existing clients provided, introducers and referrals.

Requirements to be considered
  • This is an excellent opportunity for Financial Advisers looking to be provided with booked appointments with quality clients.
  • You must be Level 4 Diploma qualified Financial Adviser with a good telephone manner and good knowledge of pension advice.
  • Financial Advisers with strong track record of pension advice and relevant qualification (G60, AF3 or AF7) would be preferable
  • Candidates without an advanced pensions qualification would need to obtain AF7, by sitting the exam in April or October 2020 - you would be supported with this

  • Salary of £35,000 - £50,000 dependent upon experience
  • Plus, company benefits including PMI, income protection, 4x DIS, critical illness and pension
  • Plus, quarterly and annual bonuses paid upon achieving agreed targets/KPIs
  • OTE of £50,000 - £60,000+
  • Working as part of a highly respected name within Financial Services
  • Home or office based - depending on your proximity to one of their local offices

  • North East England
  • East Midlands
  • South East (within reasonable distance to Farnborough)
  • South West

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