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INDEPENDENT FINANCIAL ADVISER
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INDEPENDENT FINANCIAL ADVISER
Zusammenfassung
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.
Qualifikationen
- Strong customer service and telephone skills.
- Experience in attracting new customers.
- Demonstrated ability to work in a team environment.
Aufgaben
- Work as an Independent Financial Advisor.
- Service new and existing clients' financial requirements.
- Build strong relationships with the Branch team.
Kenntnisse
Ausbildung
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.
- 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.
- 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.
- 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.
* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.