IFA - Independent Financial Advisor

Posted 10 November by Clark James Recruitment

An award winning Independent Financial Practice are currently looking for an Independent Financial Advisor to join their growing highly successful team. They are looking for an advisor in Ipswich or the surrounding areas, home and office based role.

Duties include advising HNW clients on a full whole of market range of financial products. Existing client base and all administration / compliance support will be provided.

An exceptional role and long term career with a highly reputable organisation.

Previous experience is required, preferably within an Independent Financial Advisory role although they will consider someone from a bancassurance background. Diploma Level 4 in financial planning is essential.

Benefits

  • Exceptional rewards, with unlimited earnings potential with the security of a competitive base salary
  • Annual Sales Conference
  • 25 days holidays (plus bank holidays) potential of 30 days with service
  • Flexible Benefit Scheme
  • Company Pension Scheme
  • Participation in quarterly bonus scheme
  • Attractive incentive sales rewards
  • All the support and training you require including funding for Chartered

Essential Requirements of the Role

  • Diploma Level Qualified
  • Previous experience of working as an IFA and a proven track record of meeting annual sales targets
  • High level of confidence and ability with sales and presentational skills
  • Drive and motivation to deliver and exceed business targets
  • Eagerness to learn and develop skills and knowledge continually
  • Full driving licence and access to own transport.

Required skills

  • Bancassurance
  • Financial Advisory
  • Financial Planning
  • HNW

Reference: 33770082

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