Isca Recruitment are acting on behalf of a firm of independent financial advisers based in Okehampton, Devon. They offer the full spectrum of financial advice ranging from investments and pensions through to mortgages and simple life cover.
The role is on an employed basis, with a basic salary combined with bonuses based on activity targets. All targets are reset and measured on a quarterly basis. Each adviser is based in the offices in Okehampton and is responsible for clients across a wide geographical area. There is a management structure in place where monitoring each adviser’s activity is carried out. One to one meetings take place regularly to discuss activity, KPIs, T&C and targets.
As a result, advisers need to be comfortable with that management structure.
While there is no single prototype candidate for this job, we have found advisers who have worked with the banks in the past to be particularly suited to our management structure and daily routines. The ideal candidate will be willing to work hard to look after each and every client, honestly advise each client based on their needs and enjoy the rewards of building long-term relationships with clients.
The candidate must be at least level 4 qualified, and preferably have some experience of investments.
Being investment focused, so while it is not essential that the candidate has portfolio building experience, they must be willing to learn how to risk profile, asset allocate and fund pick. There is a valuation review process where each client is sent an up to date valuation of their investments/pensions every six months and the advisers speak to each client at that time to discuss performance. It is essential, therefore that the adviser is willing to accept responsibility for each performance statement and be capable of discussing market movements with the client.
Isca Recruitment is an Exeter based boutique recruitment consultancy making the perfect match between client and candidate. Specialists in office support, accountancy and finance across the South West.
ISCA Recruitment Limited provides services as an Agency and an Employment Business