Overview

   An excellent opportunity for an experienced part or fully diploma qualified IFA to join an established organisation that can trace its roots back over 80 years and over the past 10 years has been expanding the size of the organisation, taking over other IFA’s, merging with small organisations and helping older IFA’s retire from the industry and taking the clients on board. Due to a recent takeover there is an established client base in the Oxford area which needs a pro-active IFA to contact the existing clients review their current arrangements and offer suitable advice where required. Our clients commitment is a good basic salary a low validation level and the opportunity to earn a good income. You can work from home and receive good administrative support to ensure that as much business as possible is written.

Main Duties

An excellent opportunity for an experienced fully or part diploma qualified IFA to join an expanding IFA firm that can trace its roots back over 80 years and over the past 10 years has been expanding the size of the organisation, taking over other IFA’s, merging with small organisations and helping older IFA’s retire from the industry and taking the clients on board. 

Due to a recent takeover there is an established client base in the Oxford area which needs a pro-active IFA to contact the existing clients review their current arrangements and offer suitable advice where required. Our clients commitment is a good basic salary a low validation level and the opportunity to earn a good income. You can work from home and receive good administrative support to ensure that as much business as possible is written.

You will offer professional and regulated financial advice covering all aspects of personal financial planning including Protection, Pensions, Savings and Investments. 

Key Skills

Applications will only be considered from fully or part diploma qualified Financial Advisers or IFA’s and ideally individuals who are looking to reach chartered status. You should have an excellent track record of providing regulated financial advice and been able to build relationships with clients to be able to provide advice to the clients over a long period of time and not just a “quick sale”.  

You should be very hungry and pro-active in contacting the companies database of clients and ideally possess some clients of your own to “hit the ground running” however, this is not essential as there are sufficient clients for an experienced financial adviser to contact and review.

Summary

This is an excellent opportunity for an experienced fully or part diploma qualified Independent Financial Adviser (IFA) to join an established organisation and offer a full financial review to an existing client base. This role would be ideal for an experienced financial adviser or IFA who needs more clients or contacts to provide regulated financial advice to.

For more information contact Bryn McMillan on 0207 156 5008 or Register Now