Job Details

Wealth Management Advisor IFA Employed or Self Employed

Sector:Financial Services

Region : Greater London

Location: Aldwych

Salary: Salary Negotiable

Job Ref.: CL0208IFAT

Job Information

A leading Financial Planning, Legal Practitioners, specialising in Inheritance Tax planning and Wealth Management are searching for a talented IFA to join their team in the City of London on an employed or Self Employed basis. Due to an increase in leads, successful business development and consistent client retention, there is an opportunity for a candidate to join at this stage.
The successful candidate:
Must be DipFA qualified with CAS status and 2 years' experience advising private clients on a host of products
Must have obtained this experience at an IFA or Private Bank
Must have proven business development skills and a strong understanding of recent pension legislation
Must be professional and credible in the face of clients
What's on offer:
A basic salary of £40,000 OTE £65/70K or Self Employed earning £70,000-£120,000 plus, dependent on experience, productivity and assets brought to the firm
A revenue-linked bonus structure whereby earnings can surpass six figures
A brand name and extensive lead generation off the back of this
You won't need to bring any clients, although that would be preferred. What you will need is the convert leads.
You will be well compensated for your work and regularly challenged with exciting projects due to the nature of this business.
If you are a qualified, experienced IFA, you are urged to apply for this fantastic opportunity.
Required skills
financial planning
financial advice
retirement planning
wealth planning