Independent Financial Adviser - Quality Leads provided

  • Ipswich, Suffolk
  • £30,000 - £80,000 per annum, OTE
  • 2 applications
  • Job type: Permanent, full-time
  • Date:
  • Reference: 21138615

The Financial Adviser market place is flooded with IFA firms looking to take on Advisers who have healthy client banks or take on advisers and provide them with leads where the quality of the leads is questionable, which is why this opportunity is so strong.  

AIM-listed since 2000, my clients is the UK's largest autonomous Independent Financial Advice and Wealth Management Group.  Offering the financial stability associated with firms of significant scale in a business that neverforgets that working with high quality financial advisers is the reason that they exist and thrive.  The Group have now twice been awarded the prestigious "Large IFA of the year" award at the Financial Adviser Life and Pensions awards

My client guarantee's quality leads through the following channels

1- The company has a dedicated tele-sales team who keep in touch with companies 160,000 unallocated clients.  They will focus their efforts on booking appointments in and around the postcode area the advisers lives in.  This is averaging 2 appointments per week per adviser.

2- Affinity Groups - Via Unions you will be linked to large Corporates (BP etc..) 

3- They have an agreement in place with schools and hospitals to provide advice to Teachers and Doctors.

4- Seminars booked for you

5- Internet leads

6- You will have a dedicated Regional Development Director who will work with you to build up your network of introducer's and clients.

You do not need to have any clients, however will be expected to work hard to build a client bank.

You will be provided with a good IT system (Intelligent office) and be able to work from home or one of the local practices.

Good commission rates are paid.

You will need to have a good track record as an adviser and be Level 4 Diploma qualified or relatively near to achieving this.

Please apply with your up to date CV.  This role is being dealt with by Mark Hazzard, Director of Astral Recruitment Limited, Appointed Representatives of Verridian PLC.

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