Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
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.
Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Duties and responsibilities
Key Performance Indicators.
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.