Our client, a very well established and respected firm of IFA’s based in currently require a Self-Employed IFA to join their increasing team following continued growth within the business.
They are a progressive firm of Independent Financial Advisers who have established successful business relationships with firms of Accountants and Solicitors, the source of the majority of the business introduced to the company.
Offering clients strategic financial planning on Investment, Pension, Protection, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40 in Stokenchurch, Bucks. With current restrictions although they are 100% operational, the team are all home working enabled and the offices are temporarily closed.
Their head office provides a Paraplanning team, Compliance and Administration, Investment Committee and bespoke Marketing support. Fully air-conditioned client meeting rooms with large screen display capabilities for presentations, and visitor car parking. 365 days, 24/7 IT support for both internal and external communications for users with secure VPN and 2FA connections with secure Cloud back up of data. The business has an excellent reputation for quality and is looking for a motivated individual, preferably living within a 25 mile radius of our Head Office to join the team and assist with the further growth of the company.
Needing to be QCF Level 4, the successful candidate will provide bespoke independent financial planning and investment management advice to high net worth clients.
You will be required to conduct comprehensive client meetings including a qualitative assessment of the client’s attitude to risk with a view to providing tailored solutions on a truly independent basis. The role will suit professional and ambitious individuals who are looking to develop their career and you will receive encouragement and support to progress to Level 6 Advance Diploma.
Ideally you will have 4+ years’ experience in the market providing advice and will have your own client bank and FUM to bring with you. Although some leads are generated by the business through its web and social media activity you ae expected to generate your own leads. Full marketing support is provided in house to support any communications.
their own portfolio of clients