Self Employed IFA , Birmingham

Self Employed IFA role with this well established, RDR ready, financial services firm, based in Birmingham. Self Employed ~ 70%/30% With RDR on the horizon and a very real situation, my client has been proactive and is 100% RDR ready and friendly. The company offers total RDR support and development through to diploma. However, RDR is not just about obtaining your diploma, it is about the client investment proposition and it’s clarity. The company has spent 1.5 years researching and developing an investment vehicle that is not rivalled in the market, giving your client the best investment opportunities possible. This is Portfolio Modelling(Fund Research) has proven to be extremely key to the success of the current IFA’s within the company. For the Independent Financial Advisor / IFA, my clients USP lies in ownership. Knowing the true value of a companies staff, the company is giving ownership to the Independent Financial Advisor / IFA. This creates a company where every Independent Financial Advisor / IFA has a vested interest in the success of the company. To apply for this position please click here.

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IFA Care Fees Advisers, Devon and West Midlands

Financial Services Jobs. Largest Care Fees Advice firm are seeking two IFAs to join their team, based in Devon and the West Midlands.

Self-Employed IFA role with funding support – and bonus with top financial advisers earning £100,000+ whilst the average is c£50,000 to £60,000

? Specialist investment care fees advisory role
? Complete Independence
? High job satisfaction ~ no chasing of business.
? Working on a full independent basis yet with full service support and access to bank customers.

My client is the largest IFA in the country solely providing advice on and solutions to, all aspects of care fees financial planning to HNW mass-affluent clients generated through bank branches and internal marketing.

Currently they have a high demand for their service and can offer a high volume of leads to experienced investment advisers who can offer quality advice.

All FSA regulatory and compliance costs will be met by them including PI insurance cover. They will also provide the necessary training, a range of marketing support material and support services.

As a minimum qualification you need the full FPC, and will need to attain the long term care CF8 exam within the first few months. However, they would encourage and support people who wish to study further exams to achieve diploma/chartered status or equivalent. You must have excellent communication skills, be computer literate and be an excellent organiser.

To apply for these positions, please click here.