Self Employed IFA

Posted 12 April by Heat Recruitment Easy Apply Featured

A well established and prestigious IFA practice currently require several qualified Self Employed IFA’s to join their expanding team.

This is an exciting opportunity for an experienced Financial Adviser to join an organisation who offers full paraplanning, compliance and administrative support and a healthy commission split.

The ideal candidate will need to be ambitious and committed to client service, have excellent knowledge of the financial services market place, a strong lead generator and be fully qualified.

Responsibilities:

Manage and develop profitable relationships

Provide in-depth assessments of client’s needs, selling benefits of products

Expected to manage client relationships proactively from initial set up meetings to ongoing service issues; building trust and responding quickly to client needs

Generate the entirety of their leads to work from

Committed to providing quality advice and solutions through knowledge of UK financial Pensions and Investments products and services

Skills:

Level 4 Diploma Qualified in Financial Planning

Experience of working within a Financial Services Environment

Excellent Communication skills

Strong understanding of the current financial market

Strong knowledge of Pensions and Investments products

Job title synonyms: Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

One of these ones, S/E IFA - Central London - Fairstone - OTE £60k to £1000k

Typical stuff, up for int purposes - but same as normal

Some leads provided, opportunity to buy client banks - few retiring advisers round the corner according to Mark, so could be quite a quick chance to increase clients

Full Admin / Paraplanning / Compliance support

Reference: 33346453

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job