Private Banking IFA, London

Private Banking IFA job vacancies, London. This really is the top of the tree! The private banking IFA division of one of the world’s most respected and successful banking organisations requires experienced private banking IFAs to join its existing team.

To secure this role you will be an experienced IFA with at least diploma level qualification, have an outstanding track record and direct experience of working for one of the major private banking or ultra high net worth providers. This will be further enhanced by your client facing and internal relationship management skills at a very high level.

As well as exceptional earnings potential you will enjoy a unique relationship with your clients, and be valued as a true financial planner.  

To apply for this role please click here.

IFAs, UK, Do you want Clients not Broken Promises?

IFA vacancies, UK, excellent opportunity! Ask any IFA what they want most and they will say a full diary - Our client can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true value in your business.

Through their access to clients, affinity groups, seminars and work place surgeries they were able to provide over 50% of all of their advisers’ activity and arranged over 8000 client appointments last year. To build on this success they plan to deliver 400 MORE client seminars than last year and need the advisers to follow up the appointments from these.

If you want access to this lead source and can show that you have a good track record as a tied or IFA adviser and can build and maintain profitable client relationships then contact us today!

Financial Consultant, Leeds

This is a top financial services vacancy for a Financial Consultant/IFA within a HNW legal practice, based in Leeds.  We are looking for the crème de la crème only.
 
This role is to develop corporate relationships within a very high net worth legal environment. You will also provide holistic financial planning, wealth, investment advice and mortgages from a whole of market proposition. The income stream will be varied so a technical mind is needed and also a very strong conversion rate as your competition will be strong.

To secure this role you will need to be the top of your game currently and have a financial driver aiming at 6 figures. We do not want plodders. You will hold very clear communication skills and exceptionally strong interpersonal skills as a large proportion of this role is business development within a very corporate industry. You will be on your way to diploma status if not already diploma’d up….

This role holds a non validated salary of almost 40k and a bonus structure on all written business, no threshold and is completely open ended. You will also receive a fully expensed company car and entertaining allowance, 25 days holidays that can be sold or bought, pension, life, DiS X4 plus all the bows and bangles a corporate role should have including a huge list of flexi benefits. 

You will be provided with all necessary state of the art IT and telephony equipment. You will keep your own diary and make your own appointments from clients provided whilst developing new business by networking and referrals. You will also have the luxury of a BDM generating contacts for you and you will be expected to "hit the floor running" in an independent way. No micro management!!…

To apply for this fantastic opportunity, please click here.

IFAs, South East

Financial Services Vacancies: Large and well established financial services firm are seeking IFAs to join them, primarily in the South East but open to location.

Self employed with 70% to 90% and no extra costs.

My client is a group of multidisciplinary Independent Financial Advisers and Mortgage Brokers providing their clients with holistic financial advice in all aspects of personal and corporate financial planning.

From the company’s Head Office in Sussex they have become a formidable regional player over the last two years and have achieved strong growth in adviser numbers during a period when many firms have been downsizing. Advisers have been joining for a variety of reasons; the company’s proposition has wide appeal to both Mortgage Brokers and IFAs.

Advisers based at the company’s Head Office in Sussex enjoy the benefits of working in a busy sales office where there is the opportunity to discuss problem cases and sales ideas with colleagues. The back-office system allows the choice of remote working for all.

The top performers have their own modern glass partitioned offices and the Board Room is available for all to use for client meetings.

Internal referrals are just a number of lead generation initiatives that exist within the group, the pinnacle of which is the work in the employee benefits sector where a telesales team provide appointments with key decision makers in the SME sector.

The company is now well placed to succeed and grow in a post RDR world where technology and scale are likely to be key drivers in determining client acquisition and retention.

To apply for these positions, please click here.

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.

IFA, Gloucester/Hereford

Financial Services Vacancy: Award winning financial services group is seeking an IFA, to cover the Gloucester/Hereford/South Wales region. £30,000 + car allowance and benefits and open ended bonus

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.

Please apply by clicking here.

IFA, London

Financial Services Vacancy: Investment management company is seeking an IFA to join their team, based in London.
Salary C£45,000 + benefits and bonus.

My client is a long established independent FSA investment management company dedicated to the maintenance and preservation of the asset base and wealth of its clients.

While the company’s clients include corporations and authorized intermediaries, the majority is private clients where they focus on their financial planning and wealth management needs. Through retirement the company is looking for additional IFA to provide fee based holistic advice to its clients based in the UK and overseas. As such the company can offer excellent source of business to work from so having your own clients is not a necessity.

You should have a good solid background as an IFA and be either RDR ready or progressing, and have the ability to work with wealthy clients. 

To apply for this position, please click here.