You have an opportunity join the Board of the IFA company within a few years – how often does that come up? For the right person, this will be life changing… This employed IFA role has a very healthy HNW client bank with uncapped bonus earnings. This thriving and well-respected IFA company (based in Kent) has a high staff retention and delivers both admin and paraplanner support – so that your focus can be in supporting your clients
You will take over a HNW client bank at a prestigious whole of market IFA company, who are based in Kent. This established, forward thinking and fast paced whole of market advisory company is offering a High Net Worth client bank, great basic and a uncapped bonus etc. As an employed Wealth Planner, you will be on target to be earning £200,000 within in a three years and be working for a company with a very high staff retention, who put their clients and staff, first and foremost
Does this sound appealing?
This IFA firm 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!
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 Financial Planner
- 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
- Diploma Qualified to utilise with HNW clients
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