Independent Financial Adviser

  • Location

    Birmingham, West Midlands

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40000 - £80000 per annum + OTE

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH2165_1601560707

  • Published:

    about 2 months ago

  • Expiry date:

    2020-10-31

  • Consultant:

    #

Self Employed Independent Financial Adviser (IFA) - Birmingham - All leads/ clients provided - Expected OTE £80,000 - Diploma Level 4 Minimum

MB Fitzgerald Recruitment are currently working with a specialist Financial Planning business with a network of professional clients across the UK who are looking to expand their Advisory team.

The company specialise in providing holistic financial planning solutions to high earning professionals and are looking for an experienced Financial Planner to service existing clients and new leads. The candidate needs to be CAS and have full IFA status.

The successful candidate will be meeting with existing clients of the business or referrals who have been introduced because of the company's status as one of the leading specialists in this sector. You must be an experienced Financial Adviser with a strong knowledge on Pensions and Investments.

The business will provide all the research and administration associated with new business processing, enabling the IFA to concentrate on seeing clients and bringing business in. Everything is in place to ensure that the new Adviser succeeds.

On offer is a generous package (self employed) with an OTE of £60-80K. The company are willing to agree an initial package to help get the Adviser up and running until commisions are regular.