Financial Adviser (IFA) Derby

Posted 5 September by DreamSearch Ltd

Financial Adviser (IFA) Derby

Salary £55k- £80k basic (subject to experience) OTE uncapped

Our client is a highly reputable Financial Service firm. They are looking for an experienced and talented Financial Adviser (IFA), who is adept at delivering outstanding advice to a loyal and constantly growing client around the East Midlands area. The hiring firm specialise in Holistic Planning and Investment advice with access to a wide range of products and services.

This is a very exciting new opportunity that requires a dynamic and inspirational team player, who takes huge pride in producing quality work and building lasting client relationships. The hiring firm is offering the successful candidate exposure to an existing portfolio, thus giving you the support and a fantastic platform to increase your earnings and boost your success.

Building on their ever-growing reputation, you must be able to demonstrate a track record for successfully managing and building your own client base. You will be given full autonomy and scope to carve a stable and lucrative ongoing career with this forward-thinking firm.

You will be tasked with offering an exceptional level of client service and handling a mix of HNW and corporate clients. Product knowledge is crucial, so you must be confident in giving best advice to clients based on their individual and specific financial planning requirements, across a wide variety of products and with an unrestricted market approach.

The successful Financial Adviser will ideally be a Chartered Financial Planner or be Level 4 qualified and keen to progress through to Chartered level. You will have worked in a Financial Adviser level role within a Wealth Management or IFA environment or relevant financial services institution.

Our clients offer full support, full back office and compliance support.

Required skills

  • Business Development
  • Financial Services
  • Sales
  • Independent Financial Advice
  • New Clients

Application questions

Are you a Level 4 qualified IFA?
Do you have minimum 12 months previous IFA experience?
Do you hold a full UK driving licence?

Reference: 34852802

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