Are you looking for a Financial Adviser role with all clients and leads provided for you to focus on servicing their ongoing needs and identifying new financial planning opportunities?
Our client company has been established for over 15 years and is directly authorised by the FCA. From the outset, their purpose was to be an IFA firm that provided honest and straight forward financial advice – which still remains a key part of their ethos to this day. With their head office in Okehampton, they pride themselves on servicing the Devon and Cornwall community, plus through advances in technology and online presence they are able to service the whole UK through skype interaction!
Clients and business opportunities
As an Independent Financial Adviser within this firm, you will be supplied with an active client bank of c170 – 220 clients for you to manage, plus get regular leads from walk-in and online enquiries. Due to the clients provided, there is no requirement to bring your own clients! You should be undertaking circa 4 first appointments per week with circa 2 being signed up – this can either be conducted over the telephone or face-to-face; alternatively, making use of their skype facility.
Requirements to be considered
In order to be considered for this opportunity, you must be DipFA qualified and have good knowledge of investments and pensions. Ideal candidates would be ex-bancassurance Advisers. Alternatively, they would consider individuals that are qualified but haven’t had recent Adviser experience such as bank Relationship Managers or Area Managers looking to move into advising.
Salary of £25,000 plus quarterly bonuses, mileage reimbursement and pension contributions (up to 10% matched!!!)
Quarterly bonuses paid for achieving minimum targets – further £10,000 per annum
Additional targets payable for above target performance with typical OTE of £50,000 - £70,000 p.a.
Mileage reimbursement of 40p per mile for meeting clients in their own homes
Excellent company pension contributions after 6 months of 4% plus 1% employee and up to a maximum of 10% matched
Normal working hours of 9am – 5pm, Monday to Friday
Working from their busy high street premises in Okehampton
They are fully committed to remaining Independent
You will be joining a growing team that currently consists of 5 Financial Advisers and 2 Mortgage Advisers
Their back-office team of administrators and paraplanners will help support you
Okehampton (within an hour’s travelling distance e.g. Exeter, Launceston, North Devon)
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at firstname.lastname@example.org 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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