My client is an award winning financial services group and one of the largest financial adviser firms in the UK seeking to appoint an IFA.
Based from home you will be responsible for providing whole of market advice to a wide range of clients in the South Wales/Hereford area, particularly on investments and inheritance tax planning. The role is to cover a number of leads that will be provided and to service your own allocated review clients which will provide a high OTE. You will have a proven record of sales success covering savings, pensions and investment advice and an outstanding ability to develop and maintain long-lasting client relationships by providing appropriate and understandable advice.
You will need to have the relevant qualifications and experience within the financial services arena. Minimum expectations are FPC or CEFA qualified. Ideally you’ll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status (6 months) and been working in an advising capacity hitting and achieving personal sales targets. IHT experience is not essential as training and development will be provided.
You will need to have the relevant qualifications and experience within the financial services arena. Minimum expectations are FPC or CEFA qualified. Ideally you’ll be progressing towards or willing to progress towards CII Diploma level exams. You must have previously held CAS status (6 months) and been working in an advising capacity hitting and achieving personal sales targets. IHT experience is not essential as training and development will be provided.
Please apply by clicking here.
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