Our client is an established independent Financial Consultancy, specialising in the provision of high quality financial advice to affluent individuals, professionals and companies, regarding all aspects of personal and corporate financial planning.

Our client select from amongst the very best in the Financial Services sector and are fortunate to have an elite group of consultants, many of whom are regularly published in the quality financial press and who are amongst the most highly-regarded professionals in the financial services industry today.

They offer their consultants the advantages of providing clients with fully independent advice, whilst enjoying a package of benefits usually associated with only the very best sales organisations. We attract experienced industry professionals who wish to benefit from an opportunity to influence and shape their future within a dynamic, forward-looking company.

Job Profile:

• IFA – Predominantly working in the high-net-worth, professionals & corporate markets
• Self employed
• Home based
• Some leads provided
• High commission rates: 70% – 100% of gross commission paid to consultant
• Renewals & trail fees paid at same rates
• Practice-buy-out scheme
• Equity participation scheme
• Full post-sale administration support
• Comprehensive IT package supplied at no additional cost to consultant – Aequos, Exchange, O&M Pensions, Mortgage Brain, report writing software, etc.
• High quality CII Diploma (RDR) based training if desired
• Overseas conventions with partners
• Generous transference package

Candidate Profile:

• Minimum Qualifications: Full FPC & CAS status held within last three years
• Experience: Tied or IFA – life, pensions, investment &
Mortgages (or specialist)
• Client Bank: Must have existing established own client bank
• Current Business Levels: Minimum gross production of £80,000 p.a. during
last two years, or minimum salary of £30,000
• Geographical Area: Vacancies within Kent, Surrey, Sussex, Hampshire, Buckinghamshire, Wiltshire, Oxfordshire, Suffolk, Bedfordshire.

Contact details

• Email: Click here to reply to this ad

Anti spam: Do NOT contact me offering services or anything of a commercial nature.