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Experienced Independent Financial Adviser

Posted on Jan 24, 2019 by Reed Insurance

Fareham, Hampshire United Kingdom
Banking
Immediate Start
£50k - £50k Annual
Full-Time
My client is a very well established business located in Fareham, offering the opportunity for an IFA to inherit a sizeable account made up of clients that are very loyal, you will get enough referrals and there will be enough existing business to mean you do not need to bring any clients with you.
They're a friendly, family run firm with ambitions of scaling up their operation in the region. You will be replacing an outgoing adviser who's decided to relocate and as such the vacancy has become available.

This is an employed open to anyone with the Level 4 Diploma Qualification with experience in dispensing Financial Advice.
You will immediately be looking after £150k in recurring income (as well as commission from older products to look after).
There is a bonus structure in place that will see you earn in the region of £70k in your first year, provided your client retention skills are adequate and you maximise your referrals.

This is not the biggest account within the business in terms of AUM, but there will be no new business targets in the first year- client retention is paramount.

The current IFA working this role does their own admin and technical report writing due to personal preference, but the business is open to hiring a paraplanner once your employment is confirmed.

The product mix is primarily made up of Pensions and Investments, and is probably more investments focused.

There is also a mortgage company under the same banner and a support team to provide basic admin support. You will get some wealth leads from the mortgage arm split between the 3 advisers on the IFA side.

As previously mention, there office is based in Fareham, and most of their employees live within the local area.

The successful candidate doesn't have to be chartered, but will need to come across as intelligent when communicating in a verbal and written manner. Ideally you will hail from an independent advice framework background.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 624692545