Reference:
FSR1019
Role:
Independant Financial Advisor Roles, National Financial Advisor, Advisor Roles
Salary:
£65,000 to £75,000 Per Annum
Town/City:
London
Contract Type:
Salaried
Closing Date:
30/08/2024
Independant Financial Advisor Roles, National IFA - Salaried, Advisor Roles Salary:£65,000 - £75,000 PA
Our Client is one of the largest, very well established national Independent Financial Advisory Company in the industry with an excellent reputation for advising Clients who require more complex forms of financial planning. They offer a very comprehensive financial planning services including some of the best low cost investment propositions within the industry They are a very ethical organisation who look after their people and have an excellent Financial Adviser and Client Proposition.
The Role:
The role involves working with an existing Client bank within a specific geographical area, providing an ongoing service to these clients and generating new business opportunities. You will be provided with leads which they generate and book in for you to suit your working schedule.
Also there will be new business opportunities where you can do the occasional presentation to small groups of Professionals who want to know more about the Financial Planning Opportunity you offer, and how they can greatly benefit from your services.
You also get full Paraplanning back up and support giving you the opportunity of spending more constructive time infront of your Clients
You will be advising ‘high net worth’ Professional Clients who have specific needs and who will have great respect in your true professionalism.
The Package:
The role comes with a basic salary of £65K to £75K plus a company car allowance, plus bonuses, and a generous contributory pension. Earnings potential is £85K-£90K in your first year. Then your total earnings will increase each year.
The Requirements:
Our Client is looking for an experienced, well qualified Financial Adviser who has started or intend to study towards Charter Status. You need to have worked with high net worth Clients, being able to demonstrate your ability to have a high work ethic, well disciplined with good relationship building skills and excellent communication and presentations skills.
General Summary:
This is a brilliant salaried IFA role, provided with quality high net worth Clients, client leads, bonuses, excellent benefits package and your earnings increase each year, and working for a top Financial Services organisation. You get excellent back up and support and the opportunity of building and developing a Client bank that generates an increased level of income each year for you.
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