Employed IFA

Employed IFA

Are you a level 4 qualified financial advisor who is currently working in bancassurance, but seeks a move into an IFA role?  Are you looking to offer a wider range of product and services to your customers?

My client is a well established wealth management company that are seeking to expand their business by taking on experienced financial professionals to offer a whole of market service and advice to their clients.

 Working within a mature and supportive environment, you will receive the benefits and structure of an employed position, receiving quality leads from a dedicated team to help you build a successful and profitable practice that brings reward, whilst also having the independence and flexibility of an IFA.

• You will be Level 4 qualified, or very close to completion, with extensive knowledge of financial products and the market place.
• Dealing with a wide diversity of clients, you will have fantastic communication skills and have strong organisation and time management.
• With a proven track record in exceeding, you will be able to provide evidence that you are a top performer who can quickly grasp new ways of working and has strong cross selling and up selling skills with ability to articulate and persuade.
• This role requires self motivation and determinations, so a positive and forward thinking manner is essential to succeed in this role.

If you match the criteria and feel that this is the opportunity you have been seeking to step into an exciting IFA role, please contact us today.