Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.
Are you a highly experienced, enthusiastic Financial Advisor located in South Yorkshire/ Derbyshire, are you seeking an employed job, working from our client's office in Sheffield. They have an opportunity for someone to come on board and help develop their business, you would also take on some existing clients to provide an ongoing service. The role requires you to generate new business on a monthly basis. Our client has a large client bank to assist with this.
This is a unique opportunity to join a highly respected, regional, IFA firm who are continually improving their client proposition.
As part of their growth plans, they are looking to recruit top performers into their team.
Financial Advisor Requirements
- You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience
- You should hold Competent Adviser Status
- You should have an up to date and in for Statement of Professional Standing
- You should have a proven, demonstrable track record in being able to convert business opportunities
- Individuals close to Chartered status are desired, however, not essential
Full and comprehensive back office support:-
Our clients' Independent Financial Advisors receive complete support with specialist Administrators, Paraplanner, and Compliance Manager! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients and develop the business.
Their client's and advice is predominantly pension related, therefore a good working knowledge of all aspects of pensions is desirable, plus they also have a large bias towards investments. Their protection book of business is relatively untapped, and ready for development. At the same time, if a candidate is used to developing a book of corporate business, then we would love to speak to you.
Financial Advisor Benefits
- Salary of £35,000 - £50,000 subject to experience and qualifications
- Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE
- Office based role with travel to meet clients in person.
- Self-employed option available, if you would prefer
- Employer funded pension scheme
- Company Car (option)
- As some clients require early evening appointments flexi equivalent time will apply
- 25 days holiday plus bank holidays
Closing Date for applications: 6/09/2024 (interviews potentially w/c 16/9/2024)