Job Vacancy, Independent Financial Adviser, IFA, Financial Adviser, Protection, Pensions, Savings and Investments, Diploma, Level 4, RDR, Chartered status

Home or Office Based Wealth Adviser - Chichester

Reference : T964928WBM

Job Title : Home or Office Based Wealth Adviser - Chichester

Salary: £40000 - £70000

Locations : Sussex

Overview

An excellent opportunity for an experienced diploma qualified IFA to join one of the UK’s best known IFA brands that is RDR prepared. Working from the busy office in the Chichester area you will offer regulated financial advice to the company’s existing HNW database with investable assets in excess of £100k. You will be required to contact the existing database of offer professional advice covering all aspects of personal financial planning, including Protection, Pensions, Savings and Investments, however the majority of business written will be Pension and Investment biased.

Main Duties

An excellent opportunity for an experienced diploma qualified IFA to join one of the UK’s best known IFA brands. Working from home or the busy office in the Chichester area you will offer regulated financial advice to the company’s existing HNW database with assets in excess of £100k. You will be required to contact the existing database of offer professional advice covering all aspects of personal financial planning, including Protection, Pensions, Savings and Investments.

Our client employees hundreds of staff throughout the UK and have one of the recognised brand names in the UK. You will be dealing with clients with investable assets in excess of £100k and ensure that the clients receive a full professional service. As well as maintaining regular contacts with the client database you will also be encouraged to build upon and expand the relationships with the professional introducers including Accountants and Solicitors

Key Skills

Applications will only be considered from 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. You should be confident and pro-active as you will be required to contact the company’s existing database of clients offering professional and regulated advice covering all aspects of Personal Financial Planning including Protection, Pensions, Savings and Investments.

Summary

This is an excellent opportunity for an experienced diploma qualified Independent Financial Adviser (IFA) to join a newly established IFA firm to develop the existing database of clients and build a successful organisation.

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