Overview

   An excellent opportunity has arisen for an experienced Financial Adviser or IFA to join one of the best known HNW estate agency chains in the London area. Working alongside an established team of HNW mortgage brokers who are incentivised to refer quality leads including Pensions, Savings and Investments. The company currently deal with HNW clients with a minimum property value of £250k. The adviser based in the East London area will have around 20 mortgage brokers who will be required to refer quality leads to the Financial Planner.

Main Duties

An excellent opportunity has arisen for an experienced Financial Adviser or IFA to join one of the best known HNW estate agency chains in the London area.

Working alongside an established team of HNW mortgage brokers who are incentivised to refer quality leads including Pensions, Savings and Investments. The company currently deal with HNW clients with a minimum property value of £250k. The adviser based in the East London area will have around 20 mortgage brokers who will be required to refer quality leads to the Financial Planner.

As well as receiving warm leads on a daily basis you will also have access to the largely untapped client bank. This client also maintains regular contact with the existing database of clients sending regular review letters every, 1, 3, 6, 12, 18, 24 and 36 months to ensure every client is aware of changes within the industry and to promote the company.

 

 

Key Skills

Applications will be considered from experienced Financial Planners, IFA’s and Wealth Advisers who possess the full FPC, CeFA or CF qualifications and are currently working towards the diploma qualification. You should be well disciplined to manage your own diary and be a team player to be able to interact with the established team of mortgage brokers and the team of sales negotiators. Our client employs over 500 individuals in over 60 locations throughout the London area.

Summary

This is an excellent opportunity for an experienced IFA, or Financial Adviser who requires additional clients to work with or for an experienced Financial Services individual who is currently working on their own and is wanting to work in a team environment with full administrative support provided. This role would also suit an experienced IFA who is not prepared for the massive changes within the Financial Services industry with RDR looming.

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