Employed IFA (Orpington)

  • Shortlist
Location Orpington , Surrey
Sector Financial Services
Salary £40,000 - £50,000 Per Annum
Type Permanent
Consultant Dan Gratton
Ref 57160

The opportunity for a successful Independent Financial Adviser to work within an established and successful Independent Advisory with offices in South East London, who deal in all areas of financial advice for High Net Worth Clients.

Due to the retirement of a Senior Adviser, our client is looking for an experienced IFA to take over and develop their existing client bank of circa £45M FUM.

What’s needed to be considered?

Level 4 Diploma qualified

Any Advanced (AF) qualifications are preferable

CF30 and achieved CAS

Proven track record of writing high levels of business year on year

Proven experience within a whole of market advisory

What you will receive in return

  • Competitive salary
  • 2 x Validation – (thereafter earnings of 50% on recurring business and 30% of one-off business.) The validation is calculated on new business, whether this is from existing or new clients.
  • Full and comprehensive back office support
  • Client Bank of c£45M FUM

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

 

Synonyms: Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager