Financial Advisor

Financial Advisor

Ref : RP6014 Salary : £60,000 to 120,000 Contract Type : PermanentLocation : Remote

Skill Set

IFA, Financial Advisor, Financial Planner, Independent Financial Advisor, Financial Consultant.

A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey,  currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.

Transferable clients advantageous, good quality leads provided.

This role can be either office based (free onsite parking available) or fully home based or hybrid. Any UK location considered.

Financial Advisor Role :

You will offer financial advice that is best suited to meet the clients' needs. The services you provide will include retirement planning, Investments, life insurance, income protection, critical illness, Mortgages, and inheritance tax planning. We also have a commercial loan department & Wills; LPAs & Probate therefore identify appropriate leads which will be credited to your target as per agreed percentages.

You will be required to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their needs, aspirations, and financial plans.

You will conduct full client contact from receiving a lead to fact find meetings and presentation meetings with back-office support provided. Help with Intelligent Office (CRM system), electronic ID check and all documents will be sent to clients on your behalf to be signed via DocuSign. Full paraplanning and admin support provided.You will be responsible to ensure a fully compliant file is prepared for each business area undertaken and file checking will be undertaken to ensure a 90% pass rate.

Financial Advisor Requirements

• Hold Level 4 Diploma as a minimum.
• Transferable clients (This may be after a period of restrictive covenant)
• Experience servicing a client book and generating new business.
• You will be proactive and continue to generate leads, referrals, and introducers.
• You will benefit from full back-office support as well as leads, referrals targeted bonus and a generous employee benefit (employed role).

Financial Advisor Salary and Benefits :

Business Production & Income Targets

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