Job Details

IFAIFA
  • Reference ID 365314-7309-16357
  • Type Permanent
  • Sector IFA
  • Salary/OTE Salary of £40k - £55k OTE of £60k - £100k+
  • Location South East
Job description
Are you an experienced Financial Advisor looking to join a dynamic IFA firm, with excellent remuneration and local back office support?

The Company

Our client company is a highly successful, directly authorised, Independent Financial Advice firm, whose origins can be traced back to the 1930s. Their experienced team of 60 IFA’s provide independent financial advice to personal & corporate clients plus have a private office team providing wealth planning. The company’s vision is to continually improve at every level of their organisation, and take pride in developing and retaining their growing team of advisers.

Clients and business opportunities

Ideally, you should have a transferable client bank with funds under management or have a business plan on how to self-generate clients to further build your portfolio. Plus, you will develop and manage client relationships to retain existing income and generate new business by offering independent financial planning solutions. In addition, you will receive business planning support from their experienced team, with advice provided on how to maximise your potential and grow your activity.

Training and Development

Support will be provided for you to progress through to becoming Level 6 Chartered Financial Planner. Plus, their experienced management team will be on hand to provide advice and guidance.

Requirements to be considered

In order to be considered for this fantastic opportunity, you should be Level 4 Diploma qualified Financial Adviser with experience in providing quality financial advice. Ideally, for this role, you should have a transferable client bank, but this is not essential.

Benefits

Salary of £40,000 - £55,000 pa plus company benefits and bonuses
An excellent bonus opportunity on top of the basic salaries with OTE’s ranging from £60,000 to £100,000+ for Independent Financial Advisors
Mileage reimbursement at 45p per mile
Option to be self-employed
Paraplanning and administration support provided within the local office plus assistance from their 10 other offices
They are fully committed to remaining Independent and support all of their IFA’s to maintain their own independence

Locations

Able to work from any of their following offices:

Cardiff
Christchurch
Rickmansworth
Tunbridge Wells
Wokingham

Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at enquiries@premierjobsuk.com with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

Liability and Disclaimer

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.

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