Independent Financial Adviser

  • Job Reference: 737
  • Date Posted: 30 March 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Ipswich
  • Salary: £60,000 to £120,000
  • Sector: Financial Advisers
  • Job Type: Permanent, Self-employed
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is delighted to be recruiting a number of Independent Financial Advisers on behalf of our client, a leading and very well established firm in the South of England.

Established in 2002, they are one of the largest IFA companies in the South East and specialise in providing independent and unbiased whole of market financial advice to individuals, professionals and companies, regarding all aspects of personal and corporate financial planning. They have built their success upon a reputation for providing high quality impartial advice and offer clients a clearly defined proposition and a first class ongoing service proposition..

Our client offers advisers a great IFA proposition with the opportunity to develop their own professional practice, plus one of the best support packages in the industry and earnings expectations in excess of £100k p.a.

Comprehensive administration support enables their consultants to work more productively by helping them to spend more time with clients and less time on paperwork

·Full para-planning service

·Electronic new business processing

·Pipeline chasing

·Adviser fee payment tracking & reconciliation

·Marketing assistance and facilitation

·Client services support

·Comprehensive day-to-day support

·Event organisation

Training and professional development is an essential element in the success of their team and comprehensive technical support, superior knowledge and greater individual competence, continuously raises our average case size as consultants become increasingly confident in their ability to deal with more complex client situations and other professionals, such as solicitors, accountants and stock brokers.

·Full post induction training course

·Continuous professional development

·Specialist training programmes covering the full spectrum of retail investment products

·IHT, complex pensions & corporate advice training

·Comprehensive I.T. training & support

·All the above training is funded by our client

Consultants enjoy a comprehensive suite of support technology, which includes some of the most powerful analytical and reporting software that exists in the industry

·FE Analytics quantitative software Defaqto Engage qualitative software Iress Exchange quotation system

·O&M Pensions Profiler & switching analytics Mortgage Brain research software Suitability letter writing templates

·Intelliflo Intelligent Office back office system Electronic paperless office environment

The suitable candidates

Attitude: Positive self starter. Highly motivated & team orientated

Location: Must be able to work remotely

Minimum Qualifications: Full Level 4 Diploma & CAS status held within last 3 years

Experience: Minimum of 3 years experience as a tied adviser or IFA working in the areas of investment, pensions, protection & or corporate advice or specialising in one or more of these areas

Compliance: Must have a good compliance history

Client Bank: Must have existing established portable client bank 

Current Business Levels: Ability to evidence minimum gross production of £80,000 p.a. during each of the last two years, or minimum salary of £35,000 p.a.