Reference:
VAC-2209
Role:
Independant Financial Advisor Roles, Salaried IFA, Advisor Roles
Salary:
£60,000 to £65,000 Per Annum
Benefits:
You get an excellent benefits package as well.
Town/City:
Newcastle
Contract Type:
Salaried
Closing Date:
31/12/2024
Independent Financial Adviser role – Home Based covering the Newcastle area
Our Client is a 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 have an excellent Financial Adviser and Client Proposition.
The Role:
The role involves working with an existing Client bank within the Newcastle 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.
You will get full Paraplanning back up and support giving you the opportunity of spending more constructive time infront of your Clients via Zoom or Teams meeting with an occassional face to face meeting.
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 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 'home based' 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. What else do you need! Go for it!
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