Are you an experienced Financial Advisor looking to join an IFA firm and be provided with a client bank with minimum £10m FuM available?
This Independent Financial Advisory firm has been specialising in providing pension advice for over 30 years. They have developed an excellent reputation for their pension consultations for businesses and their staff on all areas of pensions. In addition, they have developed a strong financial planning offering to their clients.
Clients and business opportunities
They have been recently acquired client banks and require 2 Financial Advisors to service them. Each Adviser can expect to receive minimum of Â£10m FuM with client fee charging in place. Therefore, you can take over the servicing of these acquired clients and receive the ongoing incoming for this.
Requirements to be considered
You should be an experienced Financial Adviser, with Level 4 Diploma in Financial Advice. In addition, you should be motivated to build relationships with their existing clients and develop new opportunities.
- Self-employed with OTE of £50,000 - £80,000+
- Paraplanning and administration will be provided, enabling you to spend more time in advice / sales activity.
- Ability to work from home and visit the office minimum once a week or be based from their office in Croydon full time
- £10m of FuM from existing clients available with client fee charging in place already!
London& South East (visit their office in Croydon minimum once a week)
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The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert
- Financial Advice
- Financial Planning
- Financial Services
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