Recruit UK

IFA – Holistic Financial Planning

RecruitukLtd Salary: c£40k

Our client is a completely independent award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers who are delivering whole of market advice to Private Clients.

They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients across the the UK.

Working within a mature and supportive environment, you will receive the benefits and structure of an employed position, receiving quality leads from a dedicated team to help you build a successful and profitable practice that brings reward, whilst also having the independence and flexibility of a self employed IFA.

It is standard that you have a proven record of success within a financial adviser/IFA role and have an extensive knowledge of the market place. You will have a high level of confidence and strong presentation skills with the ability to work effectively as a team and on own initiative.

It will be seen as an advantage that you have assets to bring to the table, however this isn’t essential as some leads will be provided and it is more imperative that you have the entrepreneurial manner and hunter approach towards growing your business, so a business plan is essential. The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager.

In return for your expertise and drive, our client offers a basic package and car allowance of £40k+ for the first two years while you build your business. You earn bonus on the business you write and in year three the basic drops to 18k plus car, with 40% earned on everything you write in new business and recurring income. You will also be entitled to participate in the company’s flexible benefits scheme. They offer a generous holiday allowance that increases with loyalty, flexible benefits and DIS scheme.

If you match the criteria and feel that this is the opportunity you have been seeking to step into an exciting IFA role, please contact Recruit UK today on 01179 450450 or apply using our ONE click button. Please quote reference 1781 on applying.

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