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IFA - All clients provided

Job Type:
Financial Services
IFA Employed
London & South
Salary range:
Salary Description:
Start Date:
Job Ref:

There are very few financial planning firms that will provide you with as many clients and prospects as this…

As a result of the ongoing growth of this organisation, a need has arisen for an accomplished Independent Financial Adviser to exploit the wealth of business opportunities available. This well-established firm is partnered with a particular area of the Public Services, from which it generates a great deal of enquiries. You will provide holistic financial advice encompassing, but not limited to, pensions, investments, protection and IHT solutions.

Working from a home-base, you will take pre-qualified leads, whereby you will be presented with a detailed write-up of the enquiry prior to your appointment with the client. Typically, you will spend half of your week on the road, and half of your week at home. You will also benefit from financial planning clinics, which have a great success rate in terms of generating healthy levels of business. You will be the sole IFA within this patch, meaning you will have a plethora of business opportunities to manage.

Being entirely independent and whole of the market, as well as benefiting from bespoke and exclusive products, you will be able to cater for a diverse range of client requirements. You will enjoy a great deal of flexibility and autonomy in relation to how you go about achieving your targets, although given the nature of this industry, some evening appointments may well be required.

It is essential that you have previous advice experience. Just as importantly, and to gain credibility from this target market, you will be highly professional, well-presented and very much client-centric. Whilst the vast majority of business will be supplied to you, our client is also seeking someone who possesses the wherewithal to network within local stations and at group meetings, as well as pursuing referrals and recommendations.

You will be rewarded with an attractive basic salary, substantial car allowance, lucrative bonus and incentive schemes, and one of the more generous pensions available in the market. You will also enjoy an array of additional benefits, the highlight being private health cover that extends to family members.

This is undoubtedly one of the most exciting financial planning opportunities in the market right now, so if you are looking to enhance your career, we encourage you to apply immediately.

Aston Charles - a personalised service from industry experts

Financial Services and General Insurance Recruitment

Contact Details:
Tel: 0345 193 2419
Contact: Ben Christmas

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