IFA – All Clients Provided - Birmingham

Job Type:
Financial Services
IFA Employed, IFA Self Employed
Midlands & Wales
Salary range:
£50, 000 - £59, 999, £60, 000 - £69, 999, £70, 000 - £79, 999, £80, 000 - £89, 999, £90, 000 - £99, 999, £100, 000+
Salary Description:
Employed or self-employed, £50-100K
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 specialises in the provision of financial planning solutions for the dental profession, 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 be dealing with either existing clients, or pre-qualified leads, whereby you will be presented with a detailed write-up of the enquiry prior to your appointment. 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, 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 objectives, although given the nature of this industry, the occasional evening appointments may 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 the local business community and at group meetings, as well as pursuing referrals and recommendations.

You will be rewarded with an outstanding remuneration package. My client can offer employed or self-employed contracts, depending on your preferences, with either option offering very realistic and achievable 6 figure earning potential, through sheer volume of business opportunities alone.

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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