Independent Financial Adviser - Lytham St Annes

Posted 4 April by Tenet Group Limited Featured

Are you an experienced, qualified IFA looking for a new challenge within a respected firm who provide FULL admin support and state of the art client management system? My client is a large, successful and very reputable firm of Financial Advisers, who span all across the UK. The opportunity has arisen for a driven, established IFA to join the business and enjoy vast financial reward.

The ideal candidate will have an existing client bank and be looking to join a firm where you will be fully rewarded for your efforts. You will have a varied finance background with the ability to offer advise on a range of products, with specific knowledge of investments/pensions and pension transfers.

The ideal candidate must have:

  • Diploma Level 4 Qualified with SPS
    Current competent adviser status
  • Knowledge and experience of having provided investment, protection and pension solutions and fully aware of the associated regulatory requirements of these areas
  • Previous successful sales related track record
  • Experience as an Independent Financial Adviser within the financial services industry, the client may consider advisers with a tied background
  • Strong interpersonal skills with excellent communication and the ability to build strong, lasting relationships with clients and colleagues
  • You will have a valid driving license and be prepared to work flexibly in terms of locations in order to meet customer needs.
  • Able to work without close supervision.

This is a self -employed role, although candidates seeking a salary will also be considered in the right circumstances.

The benefits

  • Highly competitive commission structure - Realistic OTE of £70,000 ++Other Advisers in the firm achieve between £100 - 300K per annum.
  • Back-office support including technical research, administration.
  • Sophisticated client management system, making admin very stress free
  • Promote continuing professional development
  • Home based, although the client can offer working space in the office.

Application questions

Are you Diploma qualified QCF Level 4?
Do you have Competent Adviser Status?

Reference: 34555468

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