Independent Financial AdvisorYorkshire / North East RegionUp to £80,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving IFA offering independent advice to private wealth and corporate clients. There will be the opportunity to receive introduced clients from external contacts, training to develop your own professional connections and develop and retain clients. The role is ideally based in the Yorkshire or North East regions but candidates from further afield who can work autonomously will certainly be considered.
If you can bring clients with you to give you a start from day one then that would be beneficial but by no means a prerequisite if you can demonstrate an understanding and willingness to develop your own clients. We will also consider applicants from both an IFA or a restricted advice background.
Main responsibilities To provide profitable, effective and compliant independent financial planning advice to legacy client bank and new clients To identify and develop new business opportunities from existing clients, introducers and referrals and achieving agreed revenue targets To conduct yourself in accordance with the FCA's Statement of Principles and Code of Practice for Approved Persons To promote and provide a comprehensive and compliant service to new and existing clients To act and deliver in accordance with the TCF principles at all times Planning diary is imperative to balance time between meeting clients, generating income, proactive prospecting and personal development Reporting weekly and monthly as per the requirements of your management team.Experience Experience in the following areas would be an advantage Strong written and verbal communication skills. Ability to work largely unsupervised, but to contribute and participate in team goals/objectives Regulated sales and advice experience Client management experience Experienced in working with professional introducers/connectionsQualifications: Achievement of QCA Level 4 Minimum - Essential Working toward QCA Level 6 - DesiredFor more information please contact David Elders