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Company name FM Top Jobs
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 1 - Negotiable
Description

Are you looking to be part of an IFA respected for continually improving their client proposition? The Company Our client company is a leading Independent Financial Adviser and Discretionary Wealth Management firm. This firm provide their clients a complete range of services to ensure they receive holistic financial planning and wealth management. Regularly featuring in the industry press on how they continually look to improve their client proposition and reduce costs for clients. Independent Financial Adviser – clients and opportunities Both new and existing Independent Financial Advisers within their team benefit from the array of initiatives they have in place to help generate new clients / business opportunities. It will vary on a case-by-case basis, but will typically include: * Existing clients being available for you to takeover the servicing * Being connected to their strong network of introducers in your local area to create new leads * Coaching from social media experts on how to promote your personal brand * Discounts with one of the UK’s leading websites designed for individuals to connect with local Independent Financial Advisers Client proposition Due to their economies of scale, clients have a maximum charge of 1% AMC with no additional charges on top for platforms or Investment Manager costs. Back office support Their Independent Financial Advisers are back by a significant team of support staff, with specialists in every aspect of the back-office support role! As the research, report writing, client investment management reviews are all uplifted from you, you will have more time to spend with clients. Training and Development They will assist their Financial Advisers with in-house training programmes and support towards becoming a Chartered Financial Planner, should you desire. Requirements to be considered - Independent Financial Adviser You should be a Level 4 Diploma qualified Financial Adviser with current experience in financial planning.

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Anything wrong with this ad?

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