We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Are you looking to join a network that puts the results of their Mortgage Advisers first by ensuring they have all the tools available to succeed?
This Mortgage Adviser job has full autonomy for you to manage your own diary and balance your work and family life.
This financial services network has built an excellent team of 50 Financial Advisers and Mortgage Advisers by ensuring everything they do is in the interests of their Advisers.