This great IFA company is offering a basic salary of up to £75,000, car allowance, good benefits and a great bonus on top. The most successful employed Financial Adviser here earns £200,000 year in this progressive and client-focused, holistic IFA company. Could this be you?
Would you like a client bank to engage with, work with and further develop from a retiring IFA?
This is a fantastic opportunity for an employed Wealth Advisor to take over an existing client portfolio at one of the UKs leading independent Financial Advisory firms. With over 30 years of experience, this client is committed to providing the very best possible service to their clients and Independent Financial Planners. 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!
Through their national admin centres and offices, this client also provides full support to their IFAs, ensuring they provide the best service possible to their clients
Does this describe you?
Self-motivated, efficient, thorough and forward thinking
- Professional, proactive, and a positive attitude with an ability to multi-task
- Self-organised and able to prioritise workload to meet agreed deadlines
- Highly customer 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
- Enjoying building and maintaining business relationships with professional connections
- 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
Interested?
If this sounds like the role for you, please forward a copy of your CV for immediate short-listing
If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you