Job: Independent Financial Adviser
- Salary:
- Negotiable
- Location:
- London City
- Posted:
- 12/02/2010
- Contract:
- Permanent
- Employer:
- Recruitment Connection Ltd
- Contact:
- Mr Simon Bean
- Reference:
- 3802
- Sector:
- Pensions, Investment, Mortgage, Protection
- Closing date:
- 02/10/2010
IFA
London City
Employed: Basic Salary (PAYE) £25-50k (Benefits: Pension match up to 3% of Contribution after 3 months / Death In Service = 4 x salary / 20 days Holiday as standard) 3 Times Validation required. Bonus on excess of validation - negotiable.
Self Employed: Will look to offer 45-50% of Gross commission. All other costs are included i.e. FSA fees, Equipment costs, Laptop, Telephone, Office Costs etc. A financial assistance programme may be offered to the right candidate with credentials / business generating capability that can be verified.
My client is a busy, city based firm of IFA's / Financial Planners, requiring one IFA, as a minimum, to help expand their team of 6 advisors. The role requires a numerate and articulate individual who is highly organised and in tune with a modus operandi encompassing true financial planning, or would like to be, with good PC skills, confident telephone manner and good general communication skills at all levels. The candidate, ideally, should come with 3-5 years experience. Someone with a Fees background may be particularly welcome as the company offers a Fee or Commission option to all clients.
The role ecompasses all the essential IFA functions are expected. They seek a candidate with full FPC equivalents, ideally progressing AFPC Equivalents (with G60 or equivalent attained - not mandatory but useful), strong technical knowledge to include tax and pensions and a flexible and mature work ethic and having gained a number of years experience at this level. This role will be supported by a team of Para Planners / Sales Support staff who will be amongst other duties be responsible for Suitability Report construction.
Employed or Self Employed position is available. Individuals need to prove business self writing capability of at least £100k PA for the last 3 years obviously in employed environments the measure may be different but some correlation to gross brokerage. Some leads are provided by our IFA appointment making team but the majority of business is expected to be produced / sourced by the individual.
Ref: 3802




