INDEPENDENT FINANCIAL ADVISER

Clark James Recruitment; Royal Tunbridge Wells; Remote; GBP 80,000 - 100,000; Full time

Job summary

A recruitment agency is seeking an Independent Financial Advisor to join a highly regarded IFA business in the UK. The role can be remotely based and offers uncapped earnings. Ideal candidates should have a Level 4 Diploma in Financial Services and previous IFA experience. You will work with clients to address their financial needs while building relationships within the team.

Qualifications

• Strong customer service and telephone skills.
• Experience in attracting new customers.
• Demonstrated ability to work in a team environment.

Responsibilities

• Work as an Independent Financial Advisor.
• Service new and existing clients' financial requirements.
• Build strong relationships with the Branch team.

Skills

Customer service skills

Sales generation

Relationship building

Enthusiasm

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.
• Access to own clients or a lead source, some leads can be provided however own clients essential.

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.