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Employed IFA (Plymouth)

  • Shortlist
Location EXETER , Devon
Sector Financial Services
Salary £35,000 - £75,000 Per Annum
Type Permanent
Consultant Keith Leung
Ref 69166

Position:             Employed Financial Consultant 

Salary:                 £35,000 – £47,000

Location:            Plymouth


Our client is looking for an experienced financial consultant to join them as they continue to build on their reputation of delivering a first class financial planning service to its clients on a nationwide scale. You will be allowed to offer your client's advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations


Job Description

Cover a designated area offering a full financial planning service tailored to meet each client’s own specific requirements

Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations

Offer advice to be best suited to meet the clients' needs. The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning

It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans

Experience and Requirements

The drive and determination to clutch this opportunity

You will have strong experience as an IFA

Proactive and continue to generate leads, referrals and introducer's

Full training is provided on group sessions

Central back office support will be provided together with training, compliance and research systems

You will be Diploma Qualified as a minimum