Would you like a client bank to engage with, work with and further develop from a retiring IFA?
It’s a real joy to inherit a quality client bank, so you will be earning great ongoing fees from when you start! With a basic and 15% of all ongoing fees, you will be able to well provide for yourself and your family
This national whole of market IFA firm, works closely with their clients to provide long term financial advice. Committed to advanced technology to support their IFAs, it enables them to provide low cost support to their clients
This is a company where IFAs stay, as people thrive!
If you’re looking for a full-time, employed financial advice role, with an exciting forward-thinking company, then this is the role for you! You’ll be providing holistic, independent financial advice solutions with an unlimited earnings potential!
Does this describe you?
- Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Highly client focused, with analytical thinking and highly developed interpersonal skills
- A minimum of two years in regulated Financial Advice
Your role:
- Developing a sustainable business model for the provision of advice to clients
- Providing financial advice to clients on a range of financial planning solutions
- Actively seeking and identifying new financial planning opportunities with clients
- Meeting and exceeding agreed income and quality control targets
- Ensuring a high-quality service, so that client needs are regularly reviewed and met
This is a really fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment