Wednesday, 4 May 2011

Independent Financial Advisers, Nationwide

Our client is looking for Self Employed Independent Financial Advisers, IFAs, to join their growing organisation throughout the UK (Pay Rates up to 90%).
Compliance framework and file checking
Fees/commissions collection & reconciliation
T&C resource & supervision
Moneygate Adviser Portal license
Agency set-up and transfer with Product Providers
Technical assistance
Business consultancy/growth support and RDR assistance
Structured learning support & training through to Diploma qualification Examination costs re-imbursed by Moneygate
Continuous Development Programme
Plus Optional:
Standard Case Management & Back-Office Administration
Enhanced Case Management (only in addition to Std Case Management)
Paraplanning
Direct Referred Business (DRB)
Orphan Client Management (OCM)
Existing Client Management (ECM)
To enquire about this opportunity, please click here.

2 comments:

  1. We use different pension plans but I think you provide best pension plans.

    Annuity advice Bristol & Pension Adviser Bristol

    ReplyDelete