Due to further increases in new business streams, my client, a leading regional IFA with a national presence, is looking to complement its existing Adviser Team with the appointment of a qualified IFA.
Operating from a South East base, my client has expanded throughout the whole of the UK due to client demand. Its South East office acts as a central hub for all non-sales activity, allowing Advisers to operate remotely and ‘plug in’ from any location.
The main purpose of the role is to service a large existing client bank, as well as an ongoing, weekly flow of new business prospects. This role is essentially ‘spoon fed’ – all client meetings and prospects will be booked into your diary. Furthermore, all paraplanning and admin activity is also covered, including research and report writing, as is the booking of second meetings – this is a genuine case of being able to focus entirely and exclusively on seeing and dealing with clients. You will provide expert, whole of market advice to these clients, ensuring repeat business and continued introductions.
Any transferable clients would obviously be advantageous, though not at all necessary, as you will have ample new business opportunities and continued support with qualified, ‘opted in’ prospects that have requested a financial review. It is however essential that you are a motivated self-starter that is prepared to put in the effort required to reap the undoubted rewards on offer.
In return, you will receive competitive commercial terms that are reasonably generous, given the level of introduced business on offer here. You will also benefit from all the IT systems, software, compliance and administration support necessary in order to be an extremely successful Independent Financial Adviser.
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