Independent Financial Advisor

Financial Services

I am very proud to be working with one of the UK’s biggest Wealth Management Companies in the UK and they are looking for experienced IFA’s to join their team of dedicated, experienced, Independent Financial Advisors.

The role will be Home Based, and you will be conducting Financial reviews either over the phone or face/face and you will be working with both Private & Corporate Clients throughout the UK.

What’s on offer?

 

  • Mortgage & Protection
  • Retirement & Pension Planning
  • Estate Planning
  • Lifestyle Planning
  • Cash Flow Modelling
  • Tax Effective Benefit Solutions
  • Specialist sector services
  • Plus, other areas you can specialise in

Key requirements 

 

  • Level 4 Diploma in Financial Planning
  • Existing client bank and with funds under management
  • Level 4 Diploma
  • Clean credit file
  • Have over 12 months experience been an IFA
  • Proven Track Record
  • No restrictive covenants in place with your client bank
  • Strong written & verbal communication skills
  • The ability to research and analyse information
  • Proficiency in maths

By joining their team, you will be given the perfect platform for you to grow, gain further knowledge and succeed. You will also be given support & mentoring to help grow you client bank and increase your earning potential.

If this sounds like you, apply below or call me on – 01612499717

Home Based

Monthly Retainer in Place

Self-Employed

Your Consultant

Chris Thomas

Chris Thomas

Interested?

 

Speak to Chris

 

Let's Work Together

At Consegna, we work hard to find the right fit for a role, promising to never settle for the easy option. Speak to one of our team today to see how we can help you.