Corporate IFA

Recruiter
Confidential
Location
Bristol
Salary
uncapped earnings
Posted
28 Aug 2020
Closes
25 Sep 2020
Sectors
Accountancy
Contract Type
Permanent
Hours
Full Time
AMG Search is currently looking for a Corporate IFA to join Europe's largest IFA group.
* Outstanding opportunity for a Corporate IFA to join a dynamic and growing organisation.
* This is an exciting hybrid role that sits between our client's Corporate and Private Wealth divisions.
* You will work alongside corporate advisers and ensure that clients are further supported with holistic, financial advice from a private wealth perspective.
* The Corporate IFA will attend corporate meetings and seminars, identify business development opportunities and work closely with professionals who have been referred for private wealth advice.
* As Corporate IFA you will be responsible for generating business by networking, responding to incoming enquiries, arranging client meetings, conducting comprehensive fact finds and presenting the most appropriate financial advice for your clients.
* Generous commission, unlimited earnings outstanding paraplanning support and a fantastic working environment.
To be considered for this exciting Corporate IFA role, you will have the following skills and experience:
.
* Diploma (Dip PFS/Level 4) qualification.
* Proven track record of working as a Financial Adviser
* Experience across Investments, Taxation planning, Pensions and Protection
* Strong relationship and interpersonal and communication skills
* Experience in networking and new business development.
* You will be motivated and driven to exceed business targets.
Our client is Europe's largest IFA group and it is expanding throughout the UK.
* The UK is the most successful "opco" in Europe.
* It has been one of the country's leading independent financial advisers for 50 years.
* A great atmosphere in bright and modern offices.
* A trusted and respected brand that has won many awards.
This is an outstanding opportunity to join an outstanding organisation that will reward you for your efforts and offer excellent career potential. Apply today