Home Based IFA - East Anglia - Basic from £35k
Job Title : Home Based IFA - East Anglia - Basic from £35k
Salary: £35000 - £65000
Locations : East Anglia
Overview
An excellent opportunity for an experienced fully or part diploma qualified IFA to join an established IFA organisation covering the East Anglia area. This is a fully employed role you will work from home, but receiving full support from the Area Sales Director you will be required to build a client base from presenting seminars and networking with professional connections. You will offer advice on all aspects of personal financial planning, but with a bias towards, LTC, IHT and Pensions Planning including SIPP’s and SASS’s.
Main Duties
An excellent opportunity for an experienced fully or part diploma qualified IFA to join an established IFA organisation covering the East Anglia area. This is a fully employed role you will work from home, but receiving full support from the Area Sales Director you will be required to build a client base from presenting seminars and networking with professional connections. You will offer advice on all aspects of personal financial planning, but with a bias towards, LTC, IHT and Pensions Planning including SIPP’s and SASS’s
You will be required to build a solid client base by presenting seminars, (which are all funded by the company) networking with professional introducers and other business development plans.
Ideally you will possess some clients of your own to enable you to hit the ground running and write business straight away.
You should be driven and enthusiasm to build your own business, you should also possess the ability to stand and deliver a presentation to new prospects or connections in a professional and confident manner with a view to managing any relationships that develop from these in a profitable way.
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 highly motivated, want to build, expand and drive this newly established organization forward towards and past RDR. Ideally you will possess some clients of your own to enable you to hit the ground running and write business straight away.
You should be driven and enthusiasm to build your own business, you should also possess the ability to stand and deliver a presentation to new prospects or connections in a professional and confident manner with a view to managing any relationships that develop from these in a profitable way.
You will offer advice on all aspects of personal financial planning, but with a bias towards, LTC, IHT and Pensions Planning including SIPP’s and SASS’s
Summary
This is an excellent opportunity for an experienced fully or part diploma qualified Independent Financial Adviser (IFA) to join a solid, financially secure organisation.
This role would suit an experienced IFA who needs assistance in generating new clients or an IFA who wants to join an IFA practice that is prepared for the RDR.
For more information contact Bryn McMillan on 0121 222 4135 or Register Now
