Financial Adviser (IFA) - Junior/trainees considered

Posted 8 February by Exchange Street Financial Services

The financial planning sector has a problem; the lack of new adviser generation. Do you want to be part of the solution?

Our client is of one of the very few financial planning firms who are prepared to support and develop Level 4 qualified individuals who are not currently regulated advisers but for example engaged in mortgage/protection advice work.

And worry not, rather than being left to your own devices, you will be assigned a dedicated sales manager and will work closely with the business development management team at seminars to help develop new clients. You will then become those clients’ trusted adviser, providing holistic financial advice on pension/retirement planning investments, tax mitigation and protection.

Given that the firm have an exclusive joint venture with well-paid members of a medical union the opportunities are enormous, both in terms of career development and earnings. They will pay you a competitive starting salary (£35,000 - £40,000), give you an environment in which to earn significant bonus and they even offer an attractive buy-out option for when the time comes to retire.

To be considered you must:

o Be Level 4 qualified

o Have sales experience within financial planning (mortgage/protection advice; account management)

o Be hardworking, outgoing and comfortable with presenting to groups of potential clients

If you are looking to finally utilise the Level 4 status you worked so hard to get, please get in touch.

Required skills

  • Financial Planning
  • Wealth Management

Reference: 31145338

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