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Independent Financial Advisor

Posted on Jun 3, 2019 by CV-Library

Nottinghamshire, United Kingdom
Call Center & Customer Service
Immediate Start
£35k - £50k Annual
Full-Time
Are you looking for an exciting position as an Independent Financial Adviser with leads readily available, working within an award-winning business?

The Company

This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 170 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use their Independent Financial Advisers for financial planning. In addition, they are award winners’ due to their expertise including ‘Best Retirement Planner’ and ranked within ‘Top 25 IFA Companies’

Clients and business opportunities as an Independent Financial Adviser

As an Independent Financial Adviser, you will be working within their pension specialist team who focus on advising their Corporate Pensions clients. Through regularly tendering for new projects, they are generating new relationships on consistent basis, therefore have a high volume of quality leads for new business. You shall be focusing on financial advice across a variety of areas, with particular emphasis on pension increases, enhanced transfer values and considering flexible retirement options.

Requirements to be considered – Independent Financial Adviser

You must be Level 4 Diploma qualified Independent Financial Adviser with a good telephone manner and good knowledge of pension advice. The role will be home based but the successful Independent Financial Adviser will be covering clients in North East of England and East Midlands so would need to be able to travel there.

Benefits

* Salary of £35,000 - £50,000 dependent upon experience

* Plus, company benefits including PMI, income protection, 4x DIS, critical illness and pension

* Plus, quarterly and annual bonuses paid upon achieving agreed targets/KPIs

* OTE of £50,000+

* Working as part of a highly respected name within Financial Services

Locations

Home based role covering North East and East Midlands

Call us now on (phone number removed) or click Apply

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Reference: 210144748

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