Independent Financial Adviser

Jigsaw Recruitment
North London
From £50,000 to £90,000 per annum Excellent Basic salalry and commissi
16 Oct 2016
15 Nov 2016
Contract Type

Independent Financial Adviser / IFA -£35,000 - £50,000 Basic Salary with on target earnings of £90,000

This Fantastic Financial Adviser position is an Employed role with great basic salary and excellent bonuses / Benefits

We are currently working with a well-respected name within the Financial Services sector who are looking to expand on their team of IFA’s

The Role of Financial Adviser / IFA

The role holder will provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives. The role holder will always act in a compliant manner, providing excellent customer service and adhering to the Financial Conduct Authority principles of “Treating Customers Fairly”.

The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, running seminars and creating links with local professional introducers.

Candidate Requirements

  • Fully DIPLOMA Qualified (Chartered Status preferred but not essential)
  • Statement of Professional Standing (SPS)
  • Previously experience of working as an IFA with a track record of achieving sales targets
  • CAS Status (or very recent)
  • Investment & Pensions experience required
  • A transferable client base / introducers
  • Clear Credit & Criminal history etc
  • Bancassurance candidates will be acceptable for however they would still need to have clients ready to transfer

This is a fantastic opportunity for an experienced Financial Adviser or IFA to work with a leading industry name that offers full support. Access is given to a large client base of high net worth clients for you to work with. In return this Fantastic position is offering a basic salary between £35,000 - £50,000 with an OTE of £90k

Benefits Include: No Commission Cap, Monthly Paid Bonuses, Car Allowance, Phone, Expenses, PHI, Excellent Commission Rates

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