Financial Advisor
- Recruiter
- Anonymous
- Location
- Stoke-on-Trent
- Salary
- Competitive
- Posted
- 30 Nov 2018
- Closes
- 23 Dec 2018
- Sectors
- Business Opportunities
- Contract Type
- Permanent
- Hours
- Full Time
Are you looking to be part of an industry respected name, receive full support to enable more time with clients and less wasted time doing paperwork?
The Company
Our client company is a leading Independent Financial Advisor and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. This firm combine traditional independent financial advisor services with Discretionary Portfolio Management and Stockbroking, so that they can capitalise on investment opportunities and provide their clients with a complete range of services. Managing GBP2.7bn of Funds under Management, with annual revenue of GBP33m they are able to use their buying power to improve their client proposition and reduce costs for clients.
Clients and business opportunities
In order to help support new Independent Financial Advisors joining, our client has developed an arsenal of tools available to help generate new clients / business opportunities, including:
Investing in building a strong network of introducers. As part of this bespoke strategy for new starters, Advisers can attend an insightful course, structured on how to generate business and develop a network of professional introducers.
Over 280 support staff in its Midlands based head office!! They have created an incredible team dedicated to support their Independent Financial Advisors with every aspect of the financial planning process. This professional support team will help deal with the increasing demands and challenges facing IFAs, such as paraplanning, report writing, client investment management reviews and training as well as in-house experts on all aspects of financial planning; therefore, allowing you to spend more time with clients or achieve a better work / life balance.
Training and Development
Take part in excellent in-house training programmes with support towards Chartered qualifications. Plus, mentoring from an experienced team who are widely respected in the industry.
Requirements to be considered
You should be a Level 4 Diploma qualified Financial Advisor with current experience in Financial Planning.
Benefits
Competitive Basic Salary for Diploma and Chartered qualified Financial Advisers
Plus, IFA's will receive GBP400pm car allowance, holiday pay, phone, laptop etc.
OTE GBP100,000 - GBP130,000+ pa
Or Self-employed package of 60% on self-generated business
There are no monthly fees or separate costs for PI, FSCS levies
Spending more time with your clients and less time on admin
Earn more money and have a better work / life balance
Write business without compliance hindrance
Operate without sales targets and league tables
Immediate or future buy-out option available for retiring IFA's looking to leave their clients in the best possible hands and be provided with a fair price for your client bank
Apply now! or Contact David Fletcher Regional Recruitment Consultant on (phone number removed)
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert
The Company
Our client company is a leading Independent Financial Advisor and Discretionary Wealth Management firm, established in 1990 and is a public quoted company. This firm combine traditional independent financial advisor services with Discretionary Portfolio Management and Stockbroking, so that they can capitalise on investment opportunities and provide their clients with a complete range of services. Managing GBP2.7bn of Funds under Management, with annual revenue of GBP33m they are able to use their buying power to improve their client proposition and reduce costs for clients.
Clients and business opportunities
In order to help support new Independent Financial Advisors joining, our client has developed an arsenal of tools available to help generate new clients / business opportunities, including:
Investing in building a strong network of introducers. As part of this bespoke strategy for new starters, Advisers can attend an insightful course, structured on how to generate business and develop a network of professional introducers.
Over 280 support staff in its Midlands based head office!! They have created an incredible team dedicated to support their Independent Financial Advisors with every aspect of the financial planning process. This professional support team will help deal with the increasing demands and challenges facing IFAs, such as paraplanning, report writing, client investment management reviews and training as well as in-house experts on all aspects of financial planning; therefore, allowing you to spend more time with clients or achieve a better work / life balance.
Training and Development
Take part in excellent in-house training programmes with support towards Chartered qualifications. Plus, mentoring from an experienced team who are widely respected in the industry.
Requirements to be considered
You should be a Level 4 Diploma qualified Financial Advisor with current experience in Financial Planning.
Benefits
Competitive Basic Salary for Diploma and Chartered qualified Financial Advisers
Plus, IFA's will receive GBP400pm car allowance, holiday pay, phone, laptop etc.
OTE GBP100,000 - GBP130,000+ pa
Or Self-employed package of 60% on self-generated business
There are no monthly fees or separate costs for PI, FSCS levies
Spending more time with your clients and less time on admin
Earn more money and have a better work / life balance
Write business without compliance hindrance
Operate without sales targets and league tables
Immediate or future buy-out option available for retiring IFA's looking to leave their clients in the best possible hands and be provided with a fair price for your client bank
Apply now! or Contact David Fletcher Regional Recruitment Consultant on (phone number removed)
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert