Independent Financial Adviser - Servicing role, clients provided

Posted 8 November by Tempest Jones
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The role

An exceptional opportunity has arisen for an experienced Independent Financial Adviser to join a reputable and highly successful wealth management practice in Tyne and Wear. Full training, support, paraplanning and administrative back up would be provided along with the chance to work with a lovely group of people.

The successful candidate will be provided with access to a significant client bank to look after and build upon. Whilst clients and leads are provided, the successful candidate will be happy to investigate all avenues by which the existing clients portfolios can be expanded upon.

On offer would be an employed contract and the chance to further develop yourself within a very progressive company.

The successful candidate will give guidance on whole of market investments and pensions but also protection, DIS and IHT planning. On top of a good salary and bonus, you will receive full administrative and paraplanning support freeing up your time to visit clients.

This is an excellent opportunity for a professional and passionate Financial Planner to continue to build their career and earnings in a forward thinking company environment. The top end of the OTE salary bracket is for year 3 onwards.

This role would suit an experienced IFA but might also suit a Diploma qualified BDM, Tied financial adviser, possibly a Qualified Paraplanner looking for promotion. Full training would be provided if needed.

Essential criteria

Essential requirements for this role are Level 4 Diploma in Financial Planning as well as experience within a client facing role within regulated financial services, be that as an IFA, a tied Adviser or a BDM working for an Assurance company or product provider.

Excellent communication skills are needed as are confidence and the ability to build relationships over the phone and face to face in a professional and engaging way. I cannot stress how important enthusiasm and excellent interpersonal skills are to be successful in this role.

To apply

To be considered for the role, please send your CV to jenny @ tempestjones . com

IFA, Financial planner, financial adviser, Bancassurance, paraplanner, bank adviser, Mortgage Broker

Reference: 39330253

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