Job Title

IFA – Independent Financial Adviser

Share This Job
Required Skills:

Job Description

Job Title:              IFA – Independent Financial Adviser
Location:              Yorkshire

Verus Recruitment Partners are pleased to be supporting a Yorkshire Based and well-established Independent Financial Advisers and due to continued growth, they are now looking for a qualified IFA to join their small team.

As my clients Independent Financial Adviser, you will work as part of a small team focusing on pension, investment and tax advice. You will provide expert, independent advice to clients on a case by case basis.

The role would also suit an existing IFA with their own clients who wish to become part of a well- established and respected company who are directly authorised with the FCA.

  • My client Receives a high volume of inbound calls per month which are qualified and passed to the small team of IFA. Over 1/3 of which are converted to appointments, of which 95% are converted into clients.
  • You will have access to meeting rooms/ hotels across the UK for client meetings.
  • The average case value from an inbound client is currently £200,000.

About you:

  • Be educated to Diploma level.
  • Hold a Regulated Financial Planning qualification.
  • Have a suitable home based working environment.
  • Have at least 18 months experience in an IFA role.

Desirable:

  • Mortgage qualifications.
  • Specialist pension qualifications.
  • Other financial qualifications.
  • Own client bank.

What’s in it for you?

  • You will be taking home between £50,000-£100,000 – Uncapped
    • Taking home 50% of fees from leads provided by the client.
    • Taking home 70% of fees from any client you bring with you.
  • The opportunity for the business to provide you with a loan to cover you for the first three months whilst you get established.

 

We are looking for someone on a self-employed basis, who is self-motivated and hungry to succeed.

For more information please contact our Sheffield Team on 01143 830 046.

***Verus Recruitment Partners are acting as a Recruitment Agency in relation to this vacancy and is an Equal Opportunities Employer***

Tags: finance, IFA, Independant Financial Adviser, Pensions