Employed or Commission Only Servicing IFA - London

Basic to £30,000 - OTE to £60,000
22 Feb 2012
23 Mar 2012
Mr Bryn McMillan
Contract Type
Full time, Permanent



Job Title:     

Employed or Commission Only Servicing IFA


£25,000 - £30,000 basic, plus 40% commission after validation or

commission only paying 60% on business self-generated and 

50% on leads from the company.


An outstanding opportunity for an experienced Independent Financial Advisers (IFA’s) or Financial Advisers to join a well-established firm of IFA’s based in the West End who possess who of the best lead generations available. The successful IFA’s will have the luxury of having 20 – 30 mortgage brokers referring business on to you and due to recent changes within the firm, the Mortgage Brokers or just required to provide advice on Mortgages and refer the protection business on!! The 3 IFA’s currently working there are on target to write £300k.

Main Duties:

An outstanding opportunity for 3-4 experienced IFA’s (Independent Financial Advisers) or Financial Advisers has arisen due to recent internally changes and also various acquisitions of Estate Agents in the London area to join an established firm of IFA’s that has been trading for nearly 20 years and has now one of the best lead generations in the London area, to service the new and existing client database.

Our client offers the successful applicant the opportunity to work alongside a team of 20 – 30 mortgage brokers working for some of London’s top Estate Agency chains who are required to refer leads to the IFA’s covering all aspects of personal financial planning including Protection (related to the mortgages and general life cover), Pensions, Savings and Investments. Our client is currently generating 100 mortgage sales per month and the existing team of IFA’s are on target to write £300k commission and fee income.

Our client has made a conscious business decision that the mortgage brokers are now just required to provide advice on mortgages and not the protection.

As well as dealing with the leads generated by this excellent source, our client has connections with a variety of business owners and corporate clients and will give the IFA the opportunity to work with business protection business.

Key Skills:

Applications will only be considered from full FPC, CeFA or CF qualified Independent Financial Advisers and Financial Advisers who are working towards the diploma qualification and are experienced in offering advice in all aspects of personal financial planning.

You must be able to work within a team as the vast majority of business written will come from the company’s existing team of mortgage brokers, so you must be adaptable and be able to encourage the team to refer business over.

You must also be able to demonstrate the ability to offer a long term service to the clients.


This is really is an outstanding opportunity for fully qualified experienced IFA’s or Financial Advisers who require assistance with clients and leads. Our client promises to generate enough business to ensure that the IFA’s have the opportunity to write £300k commission income.

Our client offers an excellent lead generation and also the opportunity to write very high levels of business 


Bryn McMillan

Financial Services Specialist

Morris Jones Consulting

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