IFA - No Targets

Posted 6 August by REED Insurance Easy Apply Featured
Are you tired of the constant need to hit targets?

I am currently working with a Woking based fully independent financial planning firm, who have an opportunity for a financial adviser to join their team. With their current advisers over capacity with clients, they are looking for an experienced adviser who can take on the overflow of clients from other advisers as well as service the new incoming leads.

This role is ideal for an established adviser who is looking to get away from a targets driven environment. The firm pride themselves on providing high quality advice and are looking for an adviser who can work closely with clients to understand needs.
You will be providing personal advice primarily on pensions, investments and wealth management as well as some corporate advice.

You will be provided with:

- Starting salary of up to £50k dependent on experience.
- Average client size £200-300k
- Active clients to take over (likely to be over 50 clients)
- No need to bring a client bank
- No hunting for leads
- No targets to hit
- Admin and Paraplanning support provided
- Bonus linked to company performance

This is a fantastic opportunity for a candidate looking to get away from highly targets driven environments, and does preferes to work in a consultative and non-sales driven capacity.

If this role is of interest please do not hesitate to get in contact. either via email at ben.bransburyhare@reedglobal.com or by phone on 0117 930 4820

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34832038

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