Whole of Market IFA
Our client is a well established and growing building society that has a dedicated team of financial advisors who recommend products from the whole of the market range, specialising in investments and inheritance tax planning for people of all ages and walks of life. With their professional, impartial advice and over 100,000 customers nationwide, our client has developed an outstanding reputation and is entrusted with placing investments in excess of £4.1 billion.
They have got an exciting and unique opportunity to take on a whole of Market IFA, to work from a branch based environment where you will work closely with colleagues to identify customers’ needs, offering honest, tailored advice that will help forge long-term relationships and protect customers’ families, futures and finances, whilst showing effective lead generation abilities and managing your own client bank.
To be considered for this role, you will have
· A proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice.
· Fully FPC/CEFA Qualified, ideally progressing towards financial diploma with at least 40 points at diploma level.
· You must have previously held CAS status and been working in an advising capacity hitting and achieving personal sales targets.
· IHT experience is not essential as training and development will be provided.
In return, our client offer a leading numeration package including a great car allowance, unlimited production bonus and a loyalty bonus after 3 years of circa 10k, along with practical and effective training that will open up opportunity to progress.
Organising finances in the most advantageous way can be confusing and to some people boring. Our clients aim is simple: to make people better off in a way they understand, value and trust, so if you match the criteria and feel that this role is the gateway to you achieving a highly rewarding career, please contact us today.
