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Employed Office Based Independent Financial Adviser - Swansea

OTE £50,000 - £70,000

Employed Office Based Independent Financial Adviser - Swansea - OTE £70,000


Main Duties:   The office in the Swansea area was established 10 years ago and over the years a client base of over 1,000 individuals has been developed and serviced. The Managing Director of the firm is looking to retire at the end of 2012 and is looking to recruit an experienced diploma qualified IFA to come on board servicing the existing database of clients but also bring additional clients to the business.   The business currently provides advice in all aspects of Personal Financial Planning with a business split of Pensions 45% and Investments 35%, and has a team of 4 administrators to ensure that the successful IFA spends more time generating and writing business rather than dealing with the extensive paperwork.   Most of the appointments are carried out at the office in the Swansea area and the clients receive regular reviews, and is generating over £150k gross commission income per annum.   As well as having the potential client base, you will also be required to generate your own business from your on client base, referrals and networking.   Key Skills:   Applications will only be considered from fully or part diploma qualified Financial Advisers or IFA’s and ideally individuals who are looking to reach chartered status. You should have an excellent track record of providing regulated financial advice and been able to build relationships with clients to be able to provide advice to the clients over a long period of time and not just a “quick sale”.    You should be very hungry and pro-active in contacting the company’s database of clients and ideally possess some clients of your own to “hit the ground running.”      Summary:   This is an excellent opportunity for an experienced fully or part diploma qualified Independent Financial Adviser (IFA) to join an established organisation and offer a full financial review to an existing client base. This role would be ideal for an experienced financial adviser or IFA who needs more clients or contacts to provide regulated financial advice to.   Contact: Bryn McMillan Morris Jones Consulting     Job Vacancy, Independent Financial Adviser, IFA, Financial Adviser, Protection, Pensions, Savings and Investments, Diploma, Level 4, RDR, Chartered status, Swansea.     Job, Vacancy, Recruitment, Morris Jones, Bryn McMillan, IFA, Independent Financial Adviser, Financial Adviser, FPC, CeFA, Diploma, Level 4, RDR, Chartered status, Protection, Pensions, Savings and Investments, Swansea  

21 March 2012
20 April 2012
A551376IBM
Mr Bryn McMillan
Full time, Permanent