INDEPENDENT FINANCIAL ADVISER

Clark James Recruitment; Huntingdonshire; Remote; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking an experienced Independent Financial Advisor to join a reputable team. This role offers remote work opportunities and requires a Level 4 Diploma in Financial Services. Responsibilities include servicing clients and attracting new customers, with a strong emphasis on relationship building. Previous IFA experience and sales generation skills are essential for success in this position.

Qualifications

• Previous IFA experience is required.
• Must demonstrate great customer service and telephone skills.
• Committed and willing to forge a long-term career.

Responsibilities

• Serve new and existing clients with financial requirements.
• Attract new customers.
• Work with the existing team as an Independent Financial Advisor.

Skills

Sales generation

Customer service skills

Relationship building

Confidence

Target driven

Education

Level 4 Diploma in Financial Services or higher

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