INDEPENDENT FINANCIAL ADVISER

Clark James Recruitment; Cambridgeshire and Peterborough; Remote; GBP 60,000 - 80,000; Part time

Job summary

A leading recruitment firm is seeking an experienced Independent Financial Advisor to join a prestigious IFA business. This remote position requires previous IFA experience and a Level 4 Diploma in Financial Services. Responsibilities include servicing clients and attracting new business. The role offers uncapped earnings and the potential for a long-term career in a professional environment.

Qualifications

• Previous IFA experience required.
• Enthusiastic with excellent customer service and telephone skills.
• Able to demonstrate a strong will to forge a long-term career.

Responsibilities

• Work as an Independent Financial Advisor with clients.
• Assist customers with their financial requirements.
• Attract new customers and service existing clients.

Skills

Customer service skills

Sales generation

Relationship building

Confidence

Target driven

Education

Level 4 Diploma in Financial Services

Job description

Clark James Recruitment are working with a highly regarded IFA business.

Due to further business expansion our client is looking to recruit an IFA to join the team.

Please note that this role can be remotely based.

Role

• Working with the existing team you will work as an Independent Financial Advisor.
• Ability to build a strong relationship with the Branch team.
• Servicing new and existing clients, you will assist customers with their financial requirements.
• Ability to attract new customers.
• Training, admin and compliance provided.

Candidate

• Previous IFA experience is required.
• Previous experience of sales generation is required.
• Must be enthusiastic and able to demonstrate great customer service and telephone skills.
• Target driven.
• Presentable.
• Confident.
• Committed and willing to forge a long term career within a long established and professional business.
• Fully level 4 Diploma or higher required. .
• Some business can be provided, it would be beneficial if applicants have clients or, access to a lead source.

Package

• Self employed.
• Uncapped earnings.

Please only apply for this position if you hold the Level 4 Diploma in Financial Services (or higher) qualification and you have previous IFA experience