Self-employed IFA - Resource Matters Ltd : Job Details

Self-employed IFA required, retiring advisor with a client book of £60k on-going advice fees

Our client has a track record of putting customers needs first, the that goes back more than a 30 years. They recognise just how important it is to help their customers make long-term financial plans. Our client provides industry leading training and offers a reward structure that recognises their values and contribution including a bonus scheme related to quality of advice and documentation as well as commercial performance.

Due to a retiring advisor with a client book of £60k on-going advice fees they are looking for a self-employed IFA to provide full holistic financial planning to their clients. The role is home based. You will be very well supported by excellent lead generation and helping existing clients.

Ideal Candidate for self-employed IFA role:

• Level 4 Diploma qualified and ideally hold a current Statement of Professional Standing Certificate
• A natural communicator with a passion for delivering excellent customer service
• The ability to maintain strict quality and compliance standards
• Flexible and adaptable to change and new technology

The rewards:

• Established client book to take over with £60k on-going fees
• On-going professional development
• Paraplanning and Admin support.
• Generous commission splits

If you are interested to find out more please submit your CV in confidence quoting Ref number: RH65782