Recruit UK

IFA – Full Holistic Financial Planning

RecruitukLtd Salary: £35K to £45K

Recruit UK are working for a leading and secure firm who are actively seeking a True IFA in Cardiff, to deliver full holistic financial planning to HNW Clients.

Working within a mature and supportive environment, the IFA will receive the benefits and structure of an employed position without the need to bring their own client bank. 100% of quality leads will be provided and there is full support through a dedicated administration and paraplanning team.

Our client has an exclusive partnership in place with 150,000+ HNW Members. They have a successful marketing strategy in place and many leads are generated via email campaigns, media exposure and seminars, so there is a substantial amount of business on offer.

Our client is seeking level 4 and CAS qualified IFA’s, Wealth managers or Bancassurers who have the right attitude, who are hungry and driven to go out and write business and who hold a proven track record in exceeding targets. You will be provided with a lot of leads and pre booked appointments, you must be organised and motivated to write business.

It will be beneficial to have seminar experience, but more imperative to have the confidence to present to individuals and groups.

In return, our client offers a basic salary between £35k – £45k plus bonus on 1.5 validation, Car Allowance and a structured career path that can lead to an exit strategy upon your retirement. Or you can come in on a variable rate with an £18k base plus you get to keep 40%-50% of any business you write. There is a modern and professional office to work from, with the option to work from home.

Our client is a highly secure company who are recession proof, as is the market you will be working in, so this is an extremely desirable role.

To discuss it in more detail, please contact John Anderson at Recruit UK by calling 01179-450-450 and quoting reference 2072

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