Independent Financial Advisor
Office or Home Based
Birmingham area
Basic Salary up to £40k
Our client is one of the leading wealth management organisations in the UK. Working on a fee based model and with an emphasis on funds under management, this firm are a national firm of IFA's dealing entirely with HNW and affluent customers. They are currently looking for an experienced IFA, preferably with dip status to work an existing client bank of HNW clients in the Birmingham area. You will receive:
- Basic salary up to £40k per annum
- Car allowance
- Package tiered for success
- Office and admin support
- Pension
Job Description for an Independent Financial Adviser
This is an excellent opportunity to join a dynamic, forward thinking IFA organisation who are at the forefront of the wealth management sector. The successful applicant will be required to service an existing client portfolio of HNW clients, self generate new business and work in a compliant manner. The applicant will be based in Birmingham where they will provide financial advice to HNW and investment based clients primarily. You will have:
- Clients provided
- Introducers developed
- Paraplanning support
- Mentors to assist in your development
- Back office support
Experience and Key skills required for an Independent financial adviser.
This firm are one of the UK's leading IFA firms and they will want an experienced adviser who can bring some clients of their own to the party and someone ideally with HNW experience dealing with IHT and investment work. Ideally they will be dip status or part AFPC and have at least 4-5 years experience in a similar sector.
- Competent Adviser Status
- IFA rather than bancassurance background .
- Fully AFPC qualified preferably
- Proven track record of success within financial services.
- Results-driven with a proactive approach
- You will also have an excellent compliance record
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