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Job Title: Branch based Independent Financial Adviser
Company Name: Building society
Approximate Salary: £Neg
Location: Guisely/Yorks
Country: United Kingdom
Position Type: Full Time
Industry Financial Advisers

View all jobs in Financial Advisers
 
Job Description

Branch Based IFA

£Neg basic salary, OTE £65k plus.

Guiseley, West Yorks

Our client is one of the leading UK building society providers who deal primarily with affluent investment based business.  They have an enviable reputation for client servicing and strong consumer confidence.  They are wishing to recruit a Branch based Independent Financial Adviser to service an  existing client portfolio.  The succesful applicant will receive an excellent package including:

  • Good basic salary - negotiable 
  • Uncapped Commission structure
  • On target earnings of up to £65k plus.
  • Branch location 
  • Company car
  • Contributory Pension scheme.
  • Death in Service
  • Life assurance

Branch Based Independent Financial Adviser

This leading building society require a high class independent financial adviser with a demonstrable track record for a 'whole of market role' based in Guisely, nr Leeds. The applicant will be required to service an existing client portfolio that has been effectively relationship managed.  You will also be required to:

  • Coach and develop branch staff
  • Manage HNW client portfolio
  • Service branch generated leads
  • Proactively generate new business
  • Achieve business and personal targets

Experience required from a Financial Adviser:

The client is looking for a specific individual ith relevant experience and a demonstrabel record of success.  No IFA experience particularly required but must be able to show success in whatever advisory role.  You will also require:

  • Preferable branch based background required but others will be considered if can demonstrate sustained achievment. 
  • Must be at least FPC 3 qualified.
  • CAS status within the last 12 months 
  • You will have a demonstrable, succesful financial services background.
  • You will need to be a self starter with a succesful track record, and an excellent relationship builder.

Great opportunity - Apply now!

Branch based Independent Financial Adviser

 
Experience Level

At least three years financial advisory experience preferably with professional or HNW people.

Must be fully FPC qualified with CAS status.

Must have a good track record

 
 
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