Independent Financial Advisor - Private Client
- Recruiter
- Morgan Turner
- Location
- Preston, Lancashire
- Salary
- From £35000 to £1500000 Per Year + £35-50k basic £150k OTE
- Posted
- 15 Jul 2014
- Closes
- 12 Aug 2014
- Ref
- 140715-005-GB
- Contact
- Gina Burton
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Independent Financial Advisor – Private Client
Due to continued success our client, a well established and reputable market leader within the financial services industry is actively seeking an experienced, dedicated and ambitious Independent Financial Advisor to compliment their growing team on a permanent basis.
Joining a team of over 180 professionally qualified Private Client IFAs, key responsibilities will include;
• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.
• Act in a compliant manner, providing excellent customer service and adhering to the FCA principles of “Treating Customers Fairly”.
• Plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager
• Professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers
The successful applicant will be qualified to Diploma Level 4 Status with a minimum of two years experience as a qualified IFA. You will demonstrate a proven ability to exceed sales targets and possess the drive and motivation to progress within the role.
This is a fantastic opportunity to join a forward thinking company with 360 degree support, a competitive remunerations package with an uncapped commission structure and plenty of opportunities for internal progression.
Due to continued success our client, a well established and reputable market leader within the financial services industry is actively seeking an experienced, dedicated and ambitious Independent Financial Advisor to compliment their growing team on a permanent basis.
Joining a team of over 180 professionally qualified Private Client IFAs, key responsibilities will include;
• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.
• Act in a compliant manner, providing excellent customer service and adhering to the FCA principles of “Treating Customers Fairly”.
• Plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager
• Professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers
The successful applicant will be qualified to Diploma Level 4 Status with a minimum of two years experience as a qualified IFA. You will demonstrate a proven ability to exceed sales targets and possess the drive and motivation to progress within the role.
This is a fantastic opportunity to join a forward thinking company with 360 degree support, a competitive remunerations package with an uncapped commission structure and plenty of opportunities for internal progression.