Job Details

Independent Financial AdviserIFA
  • Reference ID 243286-9373-16349
  • Type Permanent
  • Sector IFA
  • Salary/OTE OTE £85k+
  • Location North East
Job description
Job Title: Independent Financial Adviser

Location: Nationwide

Salary / OTE: OTE of circa £85,000 pa

· Our client company are a highly successful, directly authorised independent specialist financial advice company focusing on high net worth private clients.
· They are an award winning business that offer an exclusive network for high calibre IFA’s and have currently grown a strong national footprint with over 70 IFA’s across the whole of the UK.
· The company have the backing of a major Plc. company which is a leading fund manager for security and growth prospects.
· Access to office in London, Aberdeen, Birmingham, Bristol, Cambridge, Chichester, Edinburgh, Exeter, Falmouth, Jersey, Kendal, Launceston, Liverpool and Winchester.
· They are profitable and free from any debt.
· They have professional links with key introducers for referral business on a national level as an independent IFA network.
· This proposition will suit Advisers with an existing client bank with minimum £10m Funds under Management.
· You will be provided with:
o No monthly fees
o Unrivalled, market leading remuneration package with capped retentions and bonuses for achieving milestones - with potential to earn over 100% on initial and recurring fees
o Potential bonus of circa £50k for every £10m FuM held under DFM as at October 2015.
o You retain client ownership
o All FCA requirements covered by the firm
o CCA & DPA licences
o Simply Biz compliance support, and strong admin support
o Dedicated local supervisor support available providing expert knowledge and support.
o Full T&C service, including file checking, observations, record keeping etc
o Market leading IFA software (Plum internet based software)
o Additional software - Aequous Engage, Synaptics, Exchange, Selectapension
· You will also be provided with laptop, printer/scanner/copier, Blackberry, mobile phone and full stationery package.
· Other benefits include access to corporate entertainment at Old Trafford; sales conventions and use of an overseas’ property.
· In house client bank purchase option on retirement is available.

Criteria: Independent Financial Adviser
Level 4 Diploma qualified
Experienced in Financial Planning

Contact us: Call us now on 0845 652 2266 to further discuss this position, or email us at <> with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.

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